How to add a Partner account and subscribe

When you first register for Clear Books as an accountant, you will need to set up the first account as your own Partner account. You can use this Partner account to keep your own books. If you would like to pay for client accounts, you must add a subscription to your Partner account. The payment method that you choose to use to pay for your Partner account will then be used each time you add a subscription on your client accounts.

The date on which you add a subscription to your Partner account will determine the date on which you will be charged for all monthly client subscriptions. However, the first month will be pro-rated appropriately.

To learn how to add new client accounts, please click here. To learn how to add a subscription to a client account, please click here.

Step 1.

On the Accountants menu on the Clear Books site, click on the Get Started button to register for Clear Books. 

If you have already registered a Clear Books account but have not set up your Partner account please click here to email support or contact us on 0203 475 4744.

Step 2.

You will then be taken through the steps to register your Partner account. Please remember you can use this Partner account to keep your own books.

Step 3. 

When the Partner account has been registered you can add a subscription at any time by heading to the Home > Subscription menu.

Step 4.

Using the radio buttons, select the Partner free licence plan under the Accounting table. Choose to pay by Bank account* or Card using the appropriate button.

*We use the payment merchant GoCardless to pay via bank account. You will be required to set up a GoCardless account after the checkout screen in Step 5.

Step 5.

You will then be taken to the check out screen. Hit the Pay button to confirm adding the client subscription.