Getting started

Signing in

Sign in directly with your Assure Books email and password, or switch into Assure Books from Assure Pro using the suite switcher — both land you in the same session. Your Assure Books login is set up separately from Assure Pro; see Team for how a team member gets access.

Selecting a client

Pick the client you’re working on from the client selector. Everything you see — bookkeeping, review, reports — is scoped to that client until you switch.

Orienting to the sidebar

The left-hand navigation lists every section — Bookkeeping, All Lists, Review, Reports, Documents, Ask Questions, and Settings — as a flat list of independent links; there’s no grouping into “daily” versus “setup” work.

Next

• Clients overview — adding a client and connecting QuickBooks.
• Bookkeeping — the daily transaction-coding workflow.