Accountant
FAQs specific to ZipBooks Accountants who are managing multiple clients
7 articles in this collection
Written by Rachel
Written by Rachel
How do I send reports to clients?
Written by Rachel
Updated over a week ago
Updated over a week ago
How do I send a file to client's account?
Written by Rachel
Updated over a week ago
Updated over a week ago
How do I add a new client or license?
Written by Rachel
Updated over a week ago
Updated over a week ago
How do I add my logo to client accounts?
Written by Rachel
Updated over a week ago
Updated over a week ago
How do I migrate client data from QuickBooks Online?
Written by Rachel
Updated over a week ago
Updated over a week ago
How do I edit team member permissions on client accounts?
Written by Rachel
Updated over a week ago
Updated over a week ago
How do I manage clients in ZipBooks Accountant?
Written by Rachel
Updated over a week ago
Updated over a week ago