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31min

General Account Setup

User setup

How do I add a new user?

How do I delete a user?

Password FAQ

How do I reset my password?

How do I send a new password reset link for a user?

Client setup

How do I add a client?

How do I delete a client?

How do I rename a client?

Email FAQ

How do I change my email address?

My email has become disconnected, how can I reconnect it?

I subcontract for another bookkeeper. Is there a way to have two accounts with the same email address?







Updated 18 Mar 2022
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TABLE OF CONTENTS
User setup
How do I add a new user?
How do I delete a user?
Password FAQ
How do I reset my password?
How do I send a new password reset link for a user?
Client setup
How do I add a client?
How do I delete a client?
How do I rename a client?
Email FAQ
How do I change my email address?
My email has become disconnected, how can I reconnect it?
I subcontract for another bookkeeper. Is there a way to have two accounts with the same email address?