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BooksClientsAdding and editing a client

Adding and editing a client

Most firms add clients from Assure Pro rather than here, since the client record is shared across both products. Add a client in Assure Books directly only if they don’t yet exist anywhere in AssureOne.

Adding a client

  1. Open Clients from the sidebar.
  2. Click Add Client.
  3. Enter the client’s name and contact details.
  4. Set the client’s finance/fiscal year cycle.
  5. Click Save.

The new client appears in the client picker immediately, and syncs to Assure Pro.

Editing a client

Open the client from the list and update their details the same way. Changes save immediately and sync across products.

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