Connecting Multiple QuickBooks or Xero Accounts (One Per Project), Docs

If you do bookkeeping for several clients on a single DocuClipper login, the right structure is one project per client. Each project carries its own QuickBooks Online connection and its own Xero connection, so client books stay isolated and exports always land in the correct place.

A project has at most:

One QuickBooks Online company bound to it.
One Xero organization bound to it.

Connections are scoped to the project, not the user. There is no global default that exports fall back to. If you connect QuickBooks inside Project A, that authorization applies only to Project A. To extract into another client's books, you create another project and connect from inside that project.

The headline use case: a firm with multiple clients

You handle bookkeeping for, say, five clients. Each one has their own QuickBooks Online company (or Xero organization). You want statements you upload for Client A to push to Client A's books, and Client B's statements to push to Client B's books, with no chance of crossover.

Setup, once per client:

Create a project for the client (see below).
Open that project, then open its Integrations settings.
Connect QuickBooks Online or Xero from inside the project. Sign in to the client's QBO company or Xero organization on the provider's screen.
Repeat for the next client in their own project.

From that point on, every export from a project goes to the connection bound to that project. Switching projects switches the connection.

Creating a project for a new client

From the project picker in the top-left of the app, click New project (or open the project list and click Create project).
Give the project a name that identifies the client (for example "Acme Plumbing - Books" or "Smith LLC 2026").
Open the project. You will land in its document list.

Each project is a separate workspace: documents, exports, settings, and integrations are scoped to it.

Connecting QuickBooks Online to a project

Open the project for the client.
Click the gear icon on the project header to open Project Settings.
Open the Integrations section.
In the QuickBooks Online card, click Connect QuickBooks.
You'll be sent to Intuit's sign-in page. Sign in with the credentials for this client's QuickBooks company. If you're already signed in to Intuit with a different company, switch the company in Intuit's UI before authorizing.
After Intuit redirects back, the project shows the QuickBooks company name on the Integrations card. Exports from this project now push to that company.

To connect a different client's QBO, switch to (or create) that client's project and repeat. The two projects keep separate bindings.

Connecting Xero to a project

Open the project for the client.
Open Project Settings, then Integrations.
In the Xero card, click Connect Xero.
Sign in to Xero with the credentials for this client's organization. On Xero's consent screen, select the organization to authorize.
After Xero redirects back, the project's Integrations page shows the Xero organization name. Exports from this project push to that organization.

To connect another Xero organization for another client, switch to that client's project and connect there. Multi-tenant Xero works the same way as multi-realm QuickBooks Online: each project gets its own Xero connection, and connecting a different Xero organization in another project does not affect this one.

Switching between projects

Use the project picker in the top-left of the app to switch projects. Switching changes the active workspace, including which QuickBooks or Xero connection your next export will use. There is no extra "select integration" step at export time. Whatever is bound to the project is what gets used.

What happens when you reconnect a project

Reconnecting (clicking Connect QuickBooks or Connect Xero again on a project that already has one) replaces that project's binding. It does not affect any other project.

If a project's QuickBooks token has expired or the password changed at Intuit, click Reconnect on the project's Integrations page and re-authorize the same company. The same QBO company will be re-bound to the project.
If you re-authorize and pick a different QuickBooks company by mistake, the project's binding will swap to that new company. To fix it, click Reconnect again and pick the right one.
For Xero, the same per-project replacement applies: re-authorizing inside a project updates that project's Xero binding only.

Other projects are untouched in all of these cases.

Disconnecting

In Project Settings → Integrations, click Disconnect next to the QuickBooks or Xero card. The OAuth tokens for that project's binding are revoked. The project loses its direct-push target until you reconnect.

Disconnecting does not delete data already pushed to QuickBooks or Xero, and does not delete the project or any documents in it.

Renaming a connection's label

The label shown in DocuClipper is the company or organization name reported by QuickBooks or Xero. To change the label, rename the company or organization at the source (in QuickBooks Online or Xero) and then click Reconnect on the project's Integrations card to refresh the cached name.

When to put two clients in the same project

Almost never. A project is the unit of separation. Two clients in one project means shared documents, shared exports, and one shared QBO/Xero binding. The clean pattern is one project per client.

The exception: a single client that uses two sets of books for the same legal entity (rare). In that case keep them in one project, but do not expect both QBO companies to be active at once. The project still binds to a single QBO company at a time.