For your own business
Choose My business at signup when you manage invoices owed to your own company. Setup creates that company automatically. Your navigation includes My business and Invoices, with no client portfolio to manage.
One business can have many customers and unlimited teammates. Customers are the people or businesses that owe your invoices; they do not use extra company slots.
For a bookkeeping practice
Choose Bookkeeping practice when you manage receivables for client companies. Each client has its own customers, invoices, accounting connection, and history. The Clients page brings the portfolio together.
A practice with one client is still a practice. Its plan and permissions do not automatically change when its client count changes.
Working with a bookkeeper
A business owner can invite a bookkeeper into the business workspace. A bookkeeper who already uses Clawrk can accept with their existing account and switch between workspaces they can access.
Standard team roles apply to the whole workspace. Use a timesheet-only invitation for company time access; it does not grant access to client financial records.
If your needs change
Workspace type is chosen at signup. Changing your billing frequency does not convert a business into a practice or move its records. Contact support before creating a second subscription or connecting the same QuickBooks company in another workspace.
Something still unclear?
Ask our support team. Include the step you reached and what happened. Keep passwords and financial documents out of the email.