This guide helps explain how to create a new Practice Edition client account. Once the client account has been created, you can link this to an existing Clear Book Micro account by following the steps in the guide linked here.
Alternatively, after adding the Practice Edition client account, you can create a Clear Books Micro account on behalf of your client by following the steps in the guide linked here.
Login to Clear Books.
Click on the Partner module in the top menu bar.
Head to the Clients > Client overview menu.
Click on the Add Clear Books client button.
Select the Clear Books Practice Edition as the Account type.
Register the new client account.
For additional help, click here to view all our training options.
Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at firstname.lastname@example.org.
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