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• How to Open Multiple Companies/Files Simultaneously in Xero

Sometimes we have to manage multiple Xero "files"/organisations simultaneously. Here are just a few reasons why:

• Processing/verifying intercompany loans
• Working on sales/purchases in between two or more companies

There are few ways to do that:

1. Use multiple browsers
2. Incognito window in Chrome
3. Multiple Chrome Profiles

We find the third method the most effective for efficient and accurate bookkeeping/accounting, but let's go through them one by one.

Use Multiple Browsers

Install on your computer different browsers:

• Chrome
• FireFox
• Opera
• Safari (Mac)
• MS Edge (aka Internet Explorer) only if you absolutely have to

You can log in under the same login-in different browsers and in each of them open different Xero Organisations.

Disadvantages:

• Xero is designed to work in Chrome and sometimes some functions will not work in other browsers.
• Running multiple browsers on your system can slow down your computer (depending on RAM capacity).

Incognito window in Chrome

The quick way in Chrome is to log-in again in Xero through Incognito Window. Just click on three dots on the top right-hand side and then New Incognito Window:

Disadvantages:

• Only two company files / organisations can be open at the time
• Have to login into Xero (and other applications) every time you the open Incognito Window

Multiple Chrome Profiles

This is by far the most versatile and fast method for a professional. Click on your name on the top right-hand side of your Chrome browser and click Manage People.

Then click Add Person

Type in a new profile name, choose an icon and click ADD

Now you can; create as many profiles as want, log-in with the same Xero account and open different organisations simultaneously.

Advantages:

• Can open multiple Xero files in the same Chrome environment that the system was designed for in the first place
• Easy to access, always on the top right-hand side
• Can have more than 2 organisations at the same time

Disadvantage:

• Very easy to mix up different organisations as windows look very similar.

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