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How to set up portal with the Bookkeeper View

How to set-up portal with the Bookkeeper View To add a bookkeeper view in a client file, go to Settings > Bookkeepers and select the firm, staff member, or an external bookkeeper. If an external bookkeeper is not in the list, click on Add and insert the...

7-Steps to setting up client accounts

7-Steps to setting up client accounts Become a myprosperity certified bookkeeper, click here. (Token for registration: myp2017) Onboarding is now made easy with the 7-Step Bookkeeper onboarding process. This article will show you how to use the 7 Step Bookkeeper...