General
Clear Books Partners - accountants, bookkeepers, and resellers - are able to create account templates to simplify the process of creating new accounts for t...
Thu, 24 Jun, 2021 at 3:50 PM
If you are a Partner and would like to add a new client to your Partner group, please see the following steps. Step 1. Click on the Partners module lin...
Mon, 27 Nov, 2023 at 4:29 PM
Once you have created a client account you can invite your client (and any of their employees) as users on the account by using this guide. If you invite th...
Mon, 17 Jul, 2023 at 12:42 PM
Once you have invited an employee into your Partner account you can invite this user into multiple client accounts from the Partner module. Step 1. In ...
Thu, 24 Jun, 2021 at 3:51 PM
If you are a Clear Books Partner, you can view all invoices for your client subscriptions to Clear Books on the Home > Subscriptions menu. You can also c...
Thu, 30 Nov, 2023 at 2:58 PM
When you first register for Clear Books as an accountant, you will need to set up the first account as your own Partner account. You can use this Partner ac...
Thu, 24 Jun, 2021 at 3:51 PM
When you first register for Clear Books as an accountant, you will need to set up the first account as your own Partner account. You can use this Partner ac...
Wed, 27 Mar, 2024 at 4:13 PM
Head to the Tools > Export > Export data menu, select a finacial reporting period or a custom date range, then in the "Data type" drop down ...
Wed, 27 Aug, 2025 at 9:59 AM