How to add a note for clients
Table of Contents Go to Clients Place the cursor on Clients option, and a drop-down menu will appear. Click on Clients, and a new window will appear. Click Ref No Click on client’s Ref no, and a new window will...
How to create a job for a client
Table of Contents Go to clients option Place the cursor on Clients option, and a drop-down menu will appear. Click on Clients, a new window will appear. Select Ref no Click on client’s Ref no, and a new window will...
How to check client details
Table of Contents Go to Clients Place the cursor on Clients option, and a drop-down menu will appear. Click on Clients, and a new window will appear. Clients List There you can see your Client list. Click on client’s Ref...
How to create a new client?
Table of Contents Login Login to your Accounting practice account. There you can see a Menu bar on top of the screen. Place the cursor on Clients option, and a drop-down menu will appear. Click on Clients, a new window...
