How Do I Update My Business Address?


- Update the Address, County and Postcode boxes
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How Do I Change / Update My Email Address?
Click Settings Click Company Details Change the email in the Email box Click Save Note: Use the updated email to log in from now on
How Do I Import My CSV Bank Statement?
Click Bank. Click Import Statement Log in to internet banking and download a bank statement to the desktop. Select the Bank Account from the drop-down list Select CSV or OFX as the file type to be imported Click Start Select New map from the action ...
What Is The Personal Section For?
Use the Personal Section to record; personal transactions in a sole trader bank account loans made by owners/directors to the business drawings taken by owners/partners from unincorporated businesses The Personal section records non-business ...
How Do I Add A New Client?
Click Clients ADD CLIENT Complete the on screen information, the asterisked fields are mandatory Click Save Client Record The system will send a verify email to the client email address entered.
How Do I Change My Password?
On the login screen click FORGOT PASSWORD Enter login email address, click Reset Password An email will be sent with a link to allow a new password to be entered