Accountant

FAQs specific to ZipBooks Accountants who are managing multiple clients

11 articles in this collection
Written by Karin Hernandez

How do I create a COA template that I can use for all of my clients?

Helping your Accountants get started on the right foot.

Written by Karin Hernandez
Updated this week

I'm an Accountant - How do I set permissions for my clients within their ZipBooks account?

Getting started with client permissions

Written by Karin Hernandez
Updated this week

I’m an Accountant. How do I create my clients in ZipBooks?

Getting our accountants started off on the right foot!

Written by Karin Hernandez
Updated this week

How do I send reports to clients?

Written by Karin Hernandez
Updated over a week ago

How do I sign up for the ZipBooks Accountant Plan?

If you are an accountant, here's how to get started.

Written by Karin Hernandez
Updated over a week ago

How do I send a file to client's account?

Written by Karin Hernandez
Updated over a week ago

How do I add a new client or license?

Written by Karin Hernandez
Updated over a week ago

How do I add my logo to client accounts?

Written by Karin Hernandez
Updated over a week ago

How do I migrate client data from QuickBooks Online?

Written by Karin Hernandez
Updated over a week ago

How do I edit team member permissions on client accounts?

Written by Karin Hernandez
Updated over a week ago

How do I manage clients in ZipBooks Accountant?

Written by Karin Hernandez
Updated over a week ago