How to Add a Bookkeeping Client

1. On the Overview dashboard, click '+ Bookkeeping client' in the top-right area.
2. Alternatively, click '+ Bookkeeping client' in the center of the empty client list area.
3. Fill in the required business details: business name, owner email, and industry.
4. Assign the client to a staff member if required.
5. Click 'Create client' — the client account is created and uses one of your available seats.
6. The new client will appear in the 'All clients' and 'Bookkeeping' tabs.

💡 Good to Know: You must have at least one available bookkeeping seat before adding a bookkeeping client. Purchase additional seats in Subscriptions & Billing.

💡 Good to Know: Mid-cycle seat additions are prorated to your next billing date.

💡 Good to Know: You can bulk-upload multiple clients at once using the 'Bulk upload' button.

→ How to Invite an Advisory Client

→ How to Purchase Bookkeeping Seats

→ How to Bulk Upload Clients