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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Clients

For bookkeepers: add, switch between and manage client companies.

Clients:

Add a client

Each client is one business's books, with its own categories, accounts and statements. Add one with New client and the setup wizard walks you through the rest.

Clients:

Switch between clients

Move between the businesses you keep books for from the company menu, All Clients or search. Every page then shows the client you picked.

Clients:

All Clients

All Clients shows every business you keep books for, with how far each one's books go and what needs your attention. Sort, filter, open or edit any client.

Clients:

Archive, restore or delete a client

Archive a client you no longer work with to keep its books but hide it. Restore it any time. Delete a client only when you want everything stored for it gone.

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