Skip to content
logo Knowledgebase

Activate and select your plan for Accounts Prep

Created on  | Last modified on 

Summary

How to enable Accounts Prep in Client Management.

Resolution

  1. Open Client Management.
  2. Select the required client from the Client and prospects list.
  3. Click Products.
  4. On the right-hand side, select Manage subscriptions.
  5. Scroll down to Outsourced Bookkeeping & Accounts.
  6. Choose Select subscription.
  7. Click Continue with subscription changes.
  8. Click Confirm.