Clients overview

Open Clients to see every client your firm does bookkeeping for. The list is read-only here — it’s shared with Assure Pro, where clients are actually added, edited, and removed.

“Engagement” means something different here than in Assure Pro or Assure Audit. In Assure Books, a client’s engagement end date is the close of their current bookkeeping period — not a workflow pipeline or a synced audit-service record. See Engagement end date & locking.

What every client has

What you see	What it means
Client name	Shared with Assure Pro’s client record.
Status	Active, inactive, or deleted.
Engagement end date	The date this bookkeeping period closes, driving the read-only lock.
QuickBooks connection	Whether this client’s books are connected and syncing.

The daily workflow

Select a client from the client picker to start working in their books.
Connect QuickBooks if it isn’t already connected — this is also how a client’s workspace gets set up in Assure Books for the first time. See Connecting to QuickBooks.
Work through Bookkeeping, Review, and Reports for that client.
Close the books when the period is done. See Engagement end date & locking.

What this section covers

Page	What it answers
Connecting to QuickBooks	”How do I bring a new client into Assure Books, and link their QuickBooks account?”
Engagement end date & locking	”What happens when a period closes, and how is it different from Assure Pro’s engagement?”