Practice Edition (for Accountants only)

Create a Practice Edition client account
This guide helps explain how to create a new Practice Edition client account. Once the client account has been created, you can link this to an existing Cle...
Thu, 30 Nov, 2023 at 2:59 PM
Create a Clear Books Micro account on behalf of your client
This guide helps explain how to create a Clear Books Micro account on behalf of your client, if your client has already created a Clear Books Micro account,...
Thu, 24 Jun, 2021 at 2:39 PM
Link a Practice Edition client account to a Clear Books Micro account
This guide explains how to link a Practice Edition client account to a Clear Books Micro account. To learn how to add a Practice Edition client account, ple...
Thu, 24 Jun, 2021 at 2:39 PM
Invite an employee into a Practice Edition client account
Table of Contents 1. Introduction 2. Invite employee to Partner Account 3. Invite employee to client account(s) on Practice Edition 3.1 Invite to one...
Fri, 1 Sep, 2023 at 11:08 AM