Adding a Client
From the Client List:
Select Add Client
Choose from QBO, Xero, or Unconnected
Customize the Setup as needed
Connect your new client!
Deleting a Client
From the Client List:
Select the More Information button next to the client's name
Select Delete Client in the bottom right-hand corner
Only Admins have the ability to delete clients.
You may need to scroll to the right to see Delete Client
Things to know when deleting a client:
This action cannot be undone!
Deleting a client deletes all client data
Deleting a client does NOT delete associated Client Portal contacts
The client will no longer show as a listed business for the contact
Users cannot manually archive or disconnect their integrated clients in Keeper
Learn more about Unconnected clients
Editing / Renaming a Client (Business)
Go to your Practice Settings (⚙️ icon)
Navigate to All Client Settings
Select the Edit button below the client's (business) name