Add your clients by connecting their accounting files
By Jhanav and 1 other2 authors6 articles
How To: Add Client FilesFor adding new Xero, MYOB and QBO files to Audit and Workflow
Bulk Import ClientsConnect multiple clients at once
Syncing a Non-Connected ClientFor upgrading a non-connected workflow only client to a workflow and audit client.
How To: Add Workflow-only ClientsSo that they can be included in your workflow.
How To: Rename a Workflow-only Client
How To: Delete a ClientYou can remove accounting software and non-connected clients from your XBert.