Add Non-QuickBooks Online/Xero Clients

Xenett right now only supports direct integration with QuickBooks and Xero. So, if you have a client that uses different software, you can still add it to Xenett as an Other Client.

Another situation can be when you're onboarding a client but don't have access to their accounting software yet. You can add them as Other. Later, when you can access their QuickBooks or Xero account, you can link it up.

Please click the + Add Client File button at the top right on the Client List screen and you will see an option for Other.

Once you have their account system credentials, you can connect the Other client file to the respective accounting system.

Go to a client file --> Settings --> Client Info tab --> click on the Connect QuickBooks/Xero button.