---
title: Workspaces | Knowledge Center
description: Organize your clients or businesses into separate workspaces. Find out how to set up, switch between, and manage multiple workspaces efficiently.
---

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1. [Knowledge Center](https://knowledge.reachreporting.com/)
2. [Workspaces](https://knowledge.reachreporting.com/workspaces)

# Workspaces

 Organize your clients or businesses into separate workspaces. Find out how to set up, switch between, and manage multiple workspaces efficiently.

- [Using the Book Month](https://knowledge.reachreporting.com/book-month-how-to-use)

## Companies

- [Transferring a Company Between Workspaces](https://knowledge.reachreporting.com/transferring-a-company-between-workspaces)

## Users

- [How to change Workspace Owner](https://knowledge.reachreporting.com/how-to-change-workspace-owner)
- [Change User to Client or Client to User](https://knowledge.reachreporting.com/change-user-to-client-or-client-to-user)
- [Workspace Team Setup/Manage](https://knowledge.reachreporting.com/workspace-team-setup/manage)

## Troubleshooting

- [Troubleshooting Workspace Errors](https://knowledge.reachreporting.com/troubleshooting-workspace-errors)
- [User Added as a Client Error](https://knowledge.reachreporting.com/user-added-as-a-client-error)

- [General Info](https://knowledge.reachreporting.com/general-info#main-content)

    - [Company Settings](https://knowledge.reachreporting.com/general-info#company-settings)
    - [Billing](https://knowledge.reachreporting.com/general-info#billing)
    - [Troubleshooting](https://knowledge.reachreporting.com/general-info#troubleshooting)
- [Integrations](https://knowledge.reachreporting.com/integrations#main-content)

    - [QuickBooks Online](https://knowledge.reachreporting.com/integrations#quickbooks-online)
    - [XERO](https://knowledge.reachreporting.com/integrations#xero)
    - [Digits](https://knowledge.reachreporting.com/integrations#digits)
    - [QuickBooks Desktop](https://knowledge.reachreporting.com/integrations#quickbooks-desktop)
    - [CSV Trial Balance](https://knowledge.reachreporting.com/integrations#csv-trial-balance)
    - [Gusto](https://knowledge.reachreporting.com/integrations#gusto)
    - [MYOB](https://knowledge.reachreporting.com/integrations#myob)
- [Workspaces](https://knowledge.reachreporting.com/workspaces#main-content)

    - [Companies](https://knowledge.reachreporting.com/workspaces#companies)
    - [Users](https://knowledge.reachreporting.com/workspaces#users)
    - [Troubleshooting](https://knowledge.reachreporting.com/workspaces#troubleshooting)
- [Dashboards](https://knowledge.reachreporting.com/dashboards)
- [Reports](https://knowledge.reachreporting.com/reports#main-content)

    - [Getting Started](https://knowledge.reachreporting.com/reports#getting-started)
    - [Report Builder Elements](https://knowledge.reachreporting.com/reports#report-builder-elements)
- [Metrics/Statement Builder](https://knowledge.reachreporting.com/metrics-statement-builder#main-content)

    - [Display Options](https://knowledge.reachreporting.com/metrics-statement-builder#display-options)
    - [AR/AP Aging](https://knowledge.reachreporting.com/metrics-statement-builder#ar-ap-aging)
    - [Customizing a Metric](https://knowledge.reachreporting.com/metrics-statement-builder#customizing-a-metric)
- [Sheets](https://knowledge.reachreporting.com/sheets)
- [Budget / Forecast](https://knowledge.reachreporting.com/budget-forecast#main-content)

    - [Getting Started](https://knowledge.reachreporting.com/budget-forecast#getting-started)
    - [Integrations](https://knowledge.reachreporting.com/budget-forecast#integrations)
    - [Using Budgets/Forecasts](https://knowledge.reachreporting.com/budget-forecast#using-budgets-forecasts)
- [Consolidations](https://knowledge.reachreporting.com/consolidations)
- [Client Portal](https://knowledge.reachreporting.com/client-portal)
- [AI Enhanced Reporting Info](https://knowledge.reachreporting.com/ai-enhanced-reporting-info)
- [New Features and Updates](https://knowledge.reachreporting.com/new-features-and-updates)
- [Claude Connector](https://knowledge.reachreporting.com/claude-connector)

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