Adding a new client to Clear Books as an Accountant or Bookkeeper

Thursday 6th August 2009 by Tim

Help Article

Adding a new client to Clear Books as an Accountant or Bookkeeper

Links

N/A

Steps

1. Go to the Partner section within Clear Books

2. Select Add Client

3. Enter the clients business name and register the business

4. Invite the client into their account from Home > Users

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