Integrations
11 articles in this Topic
- QuickBooks Online - How the integration works
- QuickBooks Online - How to set up the integration
- QuickBooks Online Audit Log - How to set up integration to track changes from Client Hub
- QuickBooks Online transactions and Updates not Syncing
- Troubleshooting Sync from Xero to Client Hub
- How to set up the Client Hub integration with Xero*
- Anchor
Accountant Resources
16 articles in this Topic
FAQs
23 articles in this Topic
- 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
Tips and Tricks
17 articles in this Topic
- 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
Release Notes
26 articles in this Topic
Applications Settings
2 articles in this Topic
Client Company Workspaces
8 articles in this Topic
- 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
Client Tasks
11 articles in this Topic
Conversations Feature
5 articles in this Topic
File Manager
7 articles in this Topic
- How to Add a New Folder to the File Manager for all Workspaces (clients)
- How to download or move multiple files at one time
- How to send documents for e-signature
- How to set up a default folder structure
- How to Toggle Between Folder view and List View in the File Manager
- *How to view, download and manager files & folders from the File Manager
- Understanding the Client Hub File Manger
Managing Clients
2 articles in this Topic
Mobile App
3 articles in this Topic
Practice Settings
8 articles in this Topic
Resources Settings
2 articles in this Topic
Internal Workspace
19 articles in this Topic
Jobs Dashboard
1 article in this Topic
Manage Templates
2 articles in this Topic
Notifications
6 articles in this Topic
- 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?
User-level settings
2 articles in this Topic
Managing Email
4 articles in this Topic
Security & Privacy
2 articles in this Topic
Setup & Settings
8 articles in this Topic
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