Add a client

Accountants and Owners can select Add client from the header client switcher to open the client setup wizard and create a new client workspace.

Add a new client workspace to Growthy. Only an Accountant or Owner can do this.

Steps

  1. Select Add client from the client switcher in the header.
    Growthy header client switcher open with the Add client option
  2. On Workspace setup, answer Who is this client?, then How will you run their books? — set Growthy covers books from and Books originally began — then Who do you work with there?. Select Continue to data setup.
    Growthy Create the client profile step asking who the client is, how you will run their books, and who you work with
  3. On How much should Growthy auto-approve?, pick how hands-off you want Growthy to be, then select Continue to data setup.
    Growthy auto-approve step with a confidence threshold slider and example transactions
  4. On Data setup, choose how to set up: Connect accounting platform or Set up manually.
    Growthy data setup step with Connect accounting platform and Set up manually options
  5. If you chose Connect accounting platform, select Connect QuickBooks and sign in. When the import is ready, select Continue. On Your QuickBooks data is ready, select Continue to bank feed.
    Growthy Connect your accounting platform step with the Connect QuickBooks button
  6. If you chose Set up manually, answer the setup questions that follow. On Historical transactions, select No historical data to continue without importing history.
    Growthy Historical transactions step with No historical data selected
  7. On Choose bank feed method, pick how the client's bank transactions will come in, or select Skip for now.
    Growthy Choose bank feed method step with bank feed options and Skip for now
  8. On Readiness review, check the summary and finish setup.
    Growthy Setup complete summary showing what was configured for the new client

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