Add a Client

There are two ways to add a client manually:

• Click the + icon in the top-left corner and choose Add new client
• On the Clients page, click the + button and choose Client

Enter the client’s details and save. You can add contacts to the client afterwards from its Contacts tab; see Add a Contact.

Importing clients instead

If your client list already lives elsewhere, import it rather than retyping it. You can import clients from QuickBooks Online or Xero, or use Import clients from CSV in the same + menu on the Clients page.