In this blog post, we will guide you through how to add a new client to VerifyiQ. By following the three simple steps below, you can efficiently manage your clients and streamline your workflow.

Follow These 3 Steps

Step 1: Locate the green “Add New Client” button in the top right-hand corner of the main screen. Click on this button to initiate the client creation process. You will be prompted to enter the client’s name and a unique client code. The client code is essential if you plan to use the API integration. Once you have entered the required information, click “Save” to create the new client.

Step 2: After creating the client, it is recommended to assign the personnel who will be working on this client’s account. To do this, click on the three dots next to the client’s name and select “Assign Manager or Associate.” You can then assign yourself or other team members as the bookkeeper and manager for the client. This step ensures that the appropriate individuals have access to the client’s information and can efficiently manage their tasks. Once you have assigned the necessary personnel, click “Save” to confirm the changes.

Step 3: The final step is to connect the client’s account to either QuickBooks Online or Xero. To do this, click on the client’s name to access their profile. From there, you can initiate the connection process. It is important to note that we recommend using the firm’s admin credentials to establish the connection. This ensures that the integration remains intact even if a bookkeeper or controller leaves the company. By using admin credentials, you can maintain a stable and uninterrupted connection between VerifyiQ and your accounting software.

By following this guide, you can efficiently create new client accounts, assign personnel, and connect them to your preferred accounting software.

More Resources

Prefer watching our how-to guide instead of reading it? Watch our step-by-step demo on adding a new client below. We also have several how-to videos on our YouTube channel in our FAQs playlist, among several other playlists. Check it out and subscribe to stay up-to-date on new features, how to improve your business with VerifyiQ, and more.

If you have any questions or need assistance, please don’t hesitate to reach out to our support team.