The Add New Client Workflow makes it easy to get clients set up, and invited and their workspace connected to QuickBooks quickly!
To begin, click the Add New Client button at the bottom of the Client List (Client & Workspaces) then follow the 4 simple steps below:
Step 1: Enter the name of the client organization
Step 2: Connect to the client's Quickbooks Online company
Step 3: Select the QuickBooks accounts that you want to trigger new items in Client Hub
Step 4: Invite a client user to the workspace (click here to learn how to invite additional client users to the workspace)
Check out these related articles
click here to learn how to make the connection later
click here to learn more about how the integration works
click here to learn how to invite additional client users to the workspace