TeeckIn/Docs

Move your account into an organization

Turn your personal workspace into a brand-new organization, bringing all your data, invoice numbering, business details and integrations with it.

What this does

If you started solo in your personal workspace and now want to run your business as an organization, this moves your entire personal workspace into a brand-new organization you own — in one step. Your personal workspace is left empty afterwards.

Note

This always creates a NEW organization. It does not merge your data into an organization that already has its own data.

What moves

Everything in your personal workspace moves across, keeping its history and links:

  • Categories, topics and all time entries (with their tasks)
  • Clients, transactions and accounting labels
  • Invoices, credit notes and quotes — with your document numbering continuing without gaps
  • Business details (legal name, VAT, address, IBAN) and your email (SMTP) settings
  • Notification and webhook integrations, with their secrets intact

Note

You don't have to move everything. On the migration screen you can keep selected categories or topics in your personal account — as long as they have no invoices, transactions, quotes or engagements attached.

How to move

  1. 1
    Open Account and select the Migrate to Org tab.
  2. 2
    Enter a name for your new organization.
  3. 3
    Read the warning, then type your organization's name to confirm.
  4. 4
    Select Move everything. You'll land in your new organization.

Your personal workspace is emptied

This is a move, not a copy. Once it completes, your personal workspace has no data left in it. Use Undo if that isn't what you wanted.

Changed your mind?

Right after the move you can undo it in one click: everything goes back to your personal workspace and the new organization is removed.

Tip

Undo stays available until the new organization has any new activity (for example, a teammate joins or a new entry is added).

About issued invoices

Invoices and e-invoices you already sent keep the details they were issued with. Moving consolidates your records under the organization, and your document numbering continues from where it left off.

Related

Organizations

How team workspaces work and how to switch between them.

Plan limits

What each plan includes, including organizations and seats.