General

How to add a new client account
Step 1. Click on the Partners module link at the top of the menu. Step 2. Navigate to Clients > Add client > Clear Books client. S...
Thu, 19 Jul, 2018 at 11:58 AM
How to create and use an account template
Clear Books Partners - accountants, bookkeepers, and resellers - are able to create account templates to simplify the process of creating new accounts for t...
Wed, 18 Jul, 2018 at 2:32 PM
How to invite a user in to a client account
Step 1. Log into the appropriate client account using the drop-down list at the top of the menu (currently displaying the name of the account logged int...
Thu, 21 Jun, 2018 at 3:48 PM
How to invite users on to multiple client accounts
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, 21 Jun, 2018 at 3:48 PM
Add contact details and logo to client's dashboard
  The Clear Books Partners area allows accountants and bookkeepers to add their practices information and logo to their account, ensuring their clients ...
Thu, 21 Jun, 2018 at 3:48 PM