This guide explains how to link a Practice Edition client account to a Clear Books Micro account. To learn how to add a Practice Edition client account, please click here. Alternatively, once the Practice Edition client account is created, you can create a Clear Books Micro account on behalf of the client, to learn more please click here.
Once the link is complete, transactions created in real time on your client account will be reflected in the Clear Books Micro account and vice versa.
Step 1.
Click on the Partner module in the top menu bar.
Step 2.
Head to the Clients > Client overview menu.
Step 3.
Click on the Invite link under the Actions column.
Step 4.
Type in the email address the client used to register their Clear Books Micro account and hit the Invite button.
If the email address is not recognised you can create a new Clear Books Micro account on behalf of the customer, to learn more about this, please click here.
The customer will receive an email to accept the link.
In addition to this, the client will need to log in to their Clear Books Micro account and click on the Accept your invitation button.
Once this link is accepted, the Clear Books Micro status on the Clients > Client overview menu will be updated to Linked.
Please Note: Clients cannot be invited as a user on the Practice Edition account.