Adding clients is as simple as 1-2-3!

First, under the My Practice navigation on the left side, click on Clients.

Next, Click on the green + button to bring up the Add Client drawer. Fill out your client’s contact information.

Lastly, be sure to turn On the Add ZipBooks license button. This will create the ZipBooks account for your client.

At this point, you also have the option to load a COA template into your client accounts, if you use one that is different from the standard pre-populated COA that ZipBooks provides.

Did this answer your question?