How to Add/Remove company from Multi-Company Plan using SaasAnt Transcation Online

February 10, 2025

How to Add/Remove company from Multi-Company Plan using SaasAnt Transcation Online

SaasAnt Transactions Online allows you to manage multiple companies effortlessly. Whether you need to add a new company or remove an existing one, the process is straightforward. 

Here's a step-by-step guide on how to manage your multi-company setup effectively. 

Adding a Company to Multi-Company Plan

1)  Please log in to SaasAnt transcation online

2) Click the Gear icon in the top right corner

3) Select Add/New Company Client.

SaasAnt Transactions Quick Access.png

4)  Click on Add New Company.

SaasAnt Transactions Company Connected.png

5) Connect with your QuickBooks account.

Connect to QuickBooks Online.png

6) Click the Connect button.

Connect SaasAnt Transactions to QuickBooks.png

7) The company is now successfully connected to the multi-company plan.

Multicompany Plan SaasAnt Transactions.png

Removing a Company from a Multi-Company Plan

1) Please log in to SaasAnt transcation online

2) Click the Gear icon in the top right corner and select Billing.

Billing - SaasAnt Transactions.png

3) Click on Remove Premium Billing from the multi-company plan for the company you want to remove.

Remove Premium Billing Step by Step.png

4)  Confirm by clicking "OK" to remove the company

Remove Billing SaasAnt Transactions

By following these steps, you can easily manage the addition or removal of companies in SaasAnt Transactions Online, ensuring your multi-company plan stays up to date with your business needs. 

You can reach out to us at support@saasant.com if you are stuck somewhere.

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