Clear Books

General 1

• How to create and use an account template

Practice Edition (for Accountants only) 4

• Create a Practice Edition client account
• Create a Clear Books Micro account on behalf of your client
• Link a Practice Edition client account to a Clear Books Micro account
• Invite an employee into a Practice Edition client account

Subscription 3

• View invoices for client subscription charges
• How to pay for a client account
• How to add a Partner account and subscribe

User Management 2

• How to invite a user in to a client account
• How to invite users on to multiple client accounts

Client Account Management 1

• How to add a new client account