Client management and data imports

This section covers adding, editing and deleting clients as well as how to import client data from KashFlow, QuickBooks and from a csv file. The section also covers how to restrict access to clients.

From the Clients menu you can add or view, by Partner and client list.

Add a new client

Edit a client

Delete a client

Selecting the clients to import

Import data from Xero

Import data from KashFlow

Import clients from a .CSV file

Restricting access to client