The Bookkeeping tab filters the client list to show only the businesses whose books your firm actively manages. This is useful for tracking your managed bookkeeping workload.
Bookkeeping filter tab on the Overview dashboard
What You Can Do
- On the Overview dashboard, click the 'Bookkeeping' tab in the client type filter row.
- The list updates to show only bookkeeping clients.
- Each bookkeeping client row shows their business name, assigned staff, subscription status, and last activity.
- Use Quick Filters (e.g., 'Unreconciled') to further narrow the list.
- Click any client to open their accounting workspace.
💡 Good to Know: Each bookkeeping client consumes one seat from your bookkeeping seat pack.
💡 Good to Know: If you have no bookkeeping clients, the list shows an empty state with a prompt to add one.
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