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.
Step 1.
Login to Clear Books.
Step 2.
Click on the Partner module in the top menu bar.
Step 3.
Head to the Clients > Client overview menu.
Step 4.
Click on the Add Clear Books client button.
Step 5.
Select the Clear Books Practice Edition as the Account type.
Step 6.
Register the new client account.
