Welcome to Our Help Site

• QuickBooks Online - How the integration works
• QuickBooks Online - How to set up the integration
• QuickBooks Online Integration Workflow*
• How to Trigger a Client Task from QuickBooks (Uncategorized Transactions)
• FAQ's -QuickBooks Online Integration*
• QuickBooks Online Audit Log - How to set up integration to track changes from Client Hub
• QuickBooks Online transactions and Updates not Syncing

See all articles in Integrations →

• Getting Started Guides
• Client Onboarding Game Plan
• Client Hub Referral Partner Program
• [Client] Introduction Power Point Deck
• [Client] Intro to your Workspace Video & Script
• Pre-Invite Sample Email Template (Standard and Premium plan users only)
• [Client] Sample Email Signature or Auto-Responder

See all articles in Accountant Resources →

• How to submit feature suggestions and feedback to the Client Hub team
• How do I add/update my billing information?
• How to cancel your Client Hub account
• What if a User Forgets their Password?
• Enable Spell Check in Client Tasks
• How do I send a document or a file to a client?
• How to change your password

See all articles in FAQs →

• Basic Troubleshooting
• Create your own template library of Jobs
• How can I attach an email to a task in a Job?
• How to add Client Hub as your browser Start Page
• How to Clear Browser Cache and Cookies
• How to Create a Sharable Link to a File in Google Drive
• How to create a video with the Developer Console open

See all articles in Tips and Tricks →

• Release Notes - Feb 13, 2022
• Release Notes -- Oct 24, 2021
• Release Notes -- Sep 26, 2021
• Release Notes -- Aug 10, 2021
• Release Notes -- Jul 18, 2021
• Release Notes -- Mar 24, 2021
• Release Notes - Feb 19, 2021

See all articles in Release Notes →

• Apps in Use
• Overview of the Apps Page

• Add a client user to another workspace (useful for clients with multiple businesses)
• Adding Resources to a Client Company Workspace
• Client Workspaces - Using Templates for Customization
• Deleting (Archiving) a Client Workspace
• How to add a photo or image to your user profile
• How to change a client user email address
• How to update a client name in the Client List

See all articles in Client Company Workspaces →

• What is a Client Task?
• How to create a Client Task in the Client Workspace
• How to create Client Task Templates
• How to Close Out a Client Tasks
• How to edit, close or delete a Client Tasks
• How to Use a Client Task Template
• Requesting Multiple Client Tasks

See all articles in Client Tasks →

• Deleting and Editing Messages in Conversations*
• Hide or Show System Bot Messages
• How to create a Job from a message in conversations
• Navigating the Conversations Feature
• Pinning messages in Conversations

• How to download or move multiple files at one time
• How to set up a default folder structure
• *How to view, download and manager files & folders from the File Manager
• Understanding the Client Hub File Manger

• Accessing an Archived Client Company
• Using Tags to Organize Clients

• Download Mobile App for Android Devices
• Download Mobile App for Apple Devices (iOS)
• Troubleshooting issues with Client Hub Mobile

• Add or Remove Practice Users
• Add Reviews Widgets
• Add Social Media Accounts
• Add Website to Account Page
• Change Practice Name
• Customize your Account Logo
• Customize your Header Color

See all articles in Practice Settings →

• Edit an Existing Resource in the Practice Library
• Navigating the Resources Page

• How to Create a Job
• How to Create a Recurring Job
• How to clone (copy) a Job
• How to read a Job Card
• Setting up recurring Client Tasks with the Autopilot feature
• How to create a Job from a message in Conversations
• How to delete a tasks or task group from a Job

See all articles in Internal Workspace →

• Understanding the Jobs Dashboard

• How to create a Job Template
• How to use Client Hub Job Templates

• User notifications in a nutshell 🥜
• Notification Settings - Email, In-product and Mobile
• Understanding Client Hub Notifications as an Accountant User
• Understanding Client Hub Notifications as an Client User
• Notifications on Client Activity
• Why is my logo not displayed in the notification email from Client Hub?

• Managing your Login Sessions and Devices
• Two-factor authentication

• Connecting to a Google Mail account
• Connecting to a Microsoft 365 (Office365, Outlook.com) Email account
• Key Actions with Email in Client Hub

• Privacy Policy - [Updated 01/2019]
• Client Hub - Security Framework

• Building Firm Library Resources
• Building Your Apps Firm Library*
• Building your Tag Library - Ideas for using Tags
• How to set up a default folder structure
• Manage the default client invite email template
• Remove an App from the Firm Library*
• Remove a Resource from the Firm Library*

See all articles in Setup & Settings →