Clients can be added in two main ways :-
- Via The Final trial balance Import pages -for Excel, Xero, Quickbooks, Kashflow and Freeagent.To add a new client, click into the search Box and tap on the space bar and then click on the 'ADD NEW CLIENT' drop down link. Type the client name in the pop up box and save.
- Via The Set up Menu > Client list/Maps >
- Import Client list - Via an excel import
- Add Client: Manually
Add a New Client Print
Modified on: Sun, 26 Oct, 2014 at 1:36 PM
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