Adding your clients to Financial Cents will allow you to track your client work, automate client data collection and store all your client information in one place.

There are 3 different ways to add your clients:


  • How many clients can I add?

    • There is no limit. You can add an unlimited amount of clients

  • Do my clients get notified? What can they access?

    • Your clients do not get notified when added to Financial Cents. They will not be able to see anything in Financial Cents. However, once you set up client tasks you will be able to collaborate with the client on work and automate client data collection

  • How does the QuickBooks Online integration work?

    • All your clients are instantly imported from your QBOA account. This is a one-way sync. If you add new clients manually in Financial Cents they will not be added to QuickBooks Online. You need to add them into QuickBooks Online first. Once you add a new client to QuickBooks Online you will be able to add them to FC by manually importing them again. You can learn more about this here.

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