Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Company and formation

Switch to another company from Settings

Choose the correct company before opening its work and records.

Updated 2026-11-11

Open Settings and choose Company to see Manage company. The current selection is marked Current workspace. Use Switch company on another active company to change the company context.

The company list also offers Open workspace, Business profile, Manage integrations, and View work. These actions select the associated company before opening the relevant page, which helps avoid editing the wrong entity.

Confirm the company name after switching, especially when two businesses have similar names. Connections and accounting records belong to the selected company, while account access and team membership are shared across the account.

If a company says Left workspace or Removed from workspaces, its normal open controls are unavailable. Follow the appropriate rejoin or restore process instead of creating another company with the same name. If the list cannot load, use its retry action and preserve the error. Do not infer that a missing list means the company’s records were deleted. Support can use the company identifier and observed status to investigate.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.