How to Add a Client
AOKBookkeeping
Member Posts: 2
I have a Virtual Bookkeeping Business, A-OK Bookkeeping Services, LLC, and have recently became acquainted with Wave! I really like the look of it and the simplicity of the software. I would like to set up one of my clients on Wave, but under my management, as I will be doing their books for them. How do I do that? Thank you!
in Using Wave
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@AOKBookkeeping,
What I do for new clients is I set them with their email. I will then assign a password and pass on to them. I will then add myself as an admin. I then set up the chart of accounts, connect banking etc.
Mike, So you don't first log in to your own WAVE account, then under the left side where it says Create a New Business - set it up from there? You actually log on fresh and create a new one?
@AOKBookkeeping,
That is correct. I create an account for the business under the owners email. To me, the books and records belong to them. If I create them under my own profile they would have no access, unless I grant it. As a CPA, I cannot withhold client records that I did not create. Wave transactions are not something I create and therefore the client should have control over them.