While Keeper's bidirectional sync functionality relies upon our QuickBooks Online and Xero apps, you can still use Keeper as a task manager and Client Portal for your clients that are not on QuickBooks Online or Xero!
Clients in an unconnected status will still have their own closes, tasks, and Client Portals, and they will still be listed in your dashboard. However, without a connection to QuickBooks Online or Xero, you will not be able to run reports, edit transactions, or generate management reports.
How to Add an Unconnected Client
To add an Unconnected Client, go to the top of the Client List dashboard,
Select Add Client
Choose Unconnected at the top of the pop-up
Select Add Unconnected Client.
This can be helpful, especially for new client onboardings where you want to establish a client to manage in Keeper before you have access to their QuickBooks file!
Billing Note
Unconnected Clients do not count towards your total clients for billing purposes. I.E., you will not be charged for adding Unconnected Clients.
However, uninstalling Keeper from within QuickBooks will not convert a QBO/Xero client into an Unconnected client. In other words, deleting Keeper inside QuickBooks will not remove that client from your billing.
This doesn't affect your billing in Keeper.
To manually remove a client from your billing, you have to delete them.
Converting Unconnected Clients to QBO or Xero clients
Unconnected Clients can be converted to QuickBooks/Xero-integrated clients by clicking the Connect to QuickBooks/Xero button at the top of the Close page.
Searching for Unconnected Clients
You can search your Client List to show three Types of clients: QuickBooks Online and Xero-integrated, and Unconnected clients.
To filter for all Unconnected clients:
Select Apply Special Filters
Choose Unconnected
This will filter your client list to show all clients that are currently not integrated with a QBO or Xero file.
FAQs
Will I be charged for Unconnected clients?
Nope! Unconnected Clients do not count towards your total clients for billing purposes; i.e., you will not be charged for adding Unconnected Clients.
How do I disconnect a client? I want this client to no longer be connected to the file.
Users are currently unable to manually disconnect their clients from QBO or Xero. Uninstalling the Keeper app from your QuickBooks file will not convert the client to an unconnected status, and they will count towards your billing.
The only exception is deleting your client from Keeper. Deleting a client will disconnect the file and remove all data from Keeper. Only admins have the ability to delete a client.
Please reach out to Keeper Support if you have more questions! We would be happy to disconnect a client at your request! You can reach us by expanding the chat window at the lower righthand side of your Keeper app.