Adding a client

Adding one client

1. Open Clients

   Choose Clients in the menu, then "Add a client".

2. Fill in the details

   Enter the name and choose the type: limited company, company limited by guarantee, LLP, sole trader or partnership. Add the company or LLP number, the UTR, the VAT number, a recent year end and the principal activity if you have them.

3. Save

   Press "Add client". The client's page opens with its tabs: Overview, Bank, Sales, Purchases, Contacts, Journals, Chart, VAT, Income tax, Reports, Year end, Tax returns, Payroll and Company.

Numbers Accountin corrects

A short company number is padded to eight characters, and a leading GB is taken off a VAT number. A company client does not see the Income tax tab, and a sole trader or partnership does not see the Company tab.