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Accountant
FAQs specific to ZipBooks Accountants who are managing multiple clients
By Karin1 author10 articles
How do I create a COA template that I can use for all of my clients?
I'm an Accountant - How do I set permissions for my clients within their ZipBooks account?
I’m an Accountant. How do I create my clients in ZipBooks?
How do I send reports to clients?
How do I sign up for the ZipBooks Accountant Plan?
How do I send a file to client's account?
How do I add a new client or license?
How do I add my logo to client accounts?
How do I edit team member permissions on client accounts?
How do I manage clients in ZipBooks Accountant?