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Multi-Branch

Multi-Branch lets you manage more than one location or unit of your business — each with its own transactions, ledger, and inventory — while still switching between them from a single login. This is a Premium feature.

Plan requirement

Multi-Branch is available on the Premium plan and above. If you're on Free or Standard, see Subscription Plans to learn what upgrading unlocks.

Creating a Branch​

  1. Click the business switcher dropdown at the top of the screen (it shows your current business name).
  2. Select Create Branch.
  3. Enter a Branch Name.
  4. Click Create Branch to save.

Your new branch now appears in the same dropdown, alongside your main business.

Switching Between Branches​

The dropdown at the top of the screen — showing your current business name — doubles as your business and branch switcher. Once you have more than one branch, every branch you belong to is listed here (indented under its parent business). Click any entry to switch into it; MyBooks reloads with that branch's own data, separate from your main business and any other branches.

Granting a User Access to a Branch​

Each branch keeps its own independent set of users, just like a separate business does. To give a team member access to a specific branch:

  1. Switch into that branch using the business switcher dropdown.
  2. Go to Settings > Users and click Invite User, the same way you would for your main business.
  3. Enter their email address and assign a role.

The user will only see the branches they've been individually invited to.

Deleting a Branch​

Deleting a branch is permanent and only available while you're switched into that branch — go to Settings and look for Delete Branch under the danger zone.

  1. Click Delete Branch. You'll see a warning that this will permanently remove all transactions, invoices, ledger entries, and inventory records for this branch — your main business and other branches are not affected, and this cannot be undone.
  2. Click Send Confirmation Email. MyBooks emails a confirmation link to your registered address.
  3. Click the link in that email within 24 hours to complete the deletion. If the link expires, you can send yourself another confirmation email and try again.

Requiring an emailed confirmation link is a deliberate safeguard against accidentally deleting a branch's data.