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Accountant
FAQs specific to ZipBooks Accountants who are managing multiple clients
10 articles in this collection
Written by
Karin
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
Updated over a week ago
I'm an Accountant - How do I set permissions for my clients within their ZipBooks account?
Getting started with client permissions
Written by
Karin
Updated over a week ago
I’m an Accountant. How do I create my clients in ZipBooks?
Getting our accountants started off on the right foot!
Written by
Karin
Updated over a week ago
How do I send reports to clients?
Written by
Karin
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
Updated over a week ago
How do I send a file to client's account?
Written by
Karin
Updated over a week ago
How do I add a new client or license?
Written by
Karin
Updated over a week ago
How do I add my logo to client accounts?
Written by
Karin
Updated over a week ago
How do I edit team member permissions on client accounts?
Written by
Karin
Updated over a week ago
How do I manage clients in ZipBooks Accountant?
Written by
Karin
Updated over a week ago