🏢 Adding a New Client Company in Client Hub

Here’s a simple, step-by-step guide to help you add a new client company to your Client Hub account. Once added, the company will appear in your Clients list and you can invite client users at any time.

🛠 Steps to Add a New Client Company

1. Go to the Clients Page

   From the left-hand navigation, click on Clients.

2. Click the Add Button

   Click the Add button to create a new client workspace.

3. Enter the Client Company Name

   Type in the client company name.

   Click “Create Client Company”

   Click the Create Client Company button to confirm.

   ✉️ You can invite client users later—no need to do it now.

   Follow the Prompts (Optional)

   After creating the workspace, you’ll be prompted to:

   • Connect the workspace to a QuickBooks Online company

   • Invite client users

     ✅ You can complete these steps now or skip them and do it later.