Creating Clients

Adding your clients to Zoho Practice is the first step in using Zoho Practice to help manage your client’s accounting needs. Once you add your clients, you can create your clients profiles and record your clients details, and get started with creating requests and tasks related their accounting requirements.

Adding Clients to Zoho Practice

You can link three Zoho Finance applications while adding or creating clients in Zoho Practice, namely, Zoho Books, Zoho Expense and Zoho Payroll.

There are two ways in which you can add clients to Zoho Practice:

• Clients with existing organizations of Zoho Finance applications.
• Clients for whom you will set up new organizations of Zoho Finance applications.

Clients with existing organizations of Zoho Finance applications

You may have clients who are already using Zoho Finance for accounting. You can add them as clients to Zoho Practice in a few simple steps.

1. Go to the Clients module from the side bar.
2. Click the + New Client dropdown in the top-right corner.
3. Click Import Existing Client Organizations. The Import Clients popup will be displayed.
4. Select the client organizations that you want to import inZoho Practice.

Note: Only the organizations in which you are a user will be displayed here and you can import these organizations as clients in Zoho Practice.

5. Click Import Clients at the bottom once you’ve selected the required client organizations.The selected organizations will now be imported to Zoho Practice as clients. You can access their profiles from the Clients module on the side bar.

Note: The import may take some time if you’ve selected multiple organizations. You will receive a notification once the import has been completed.

Pro Tip: There might be instances where you have a new client and you are not a part of their organization. In such cases, you can ask your client to add you as a user in their organization. This way, you can import them as a client in Zoho Practice seamlessly.

Clients for whom you will set up new Zoho Finance applications

Setting up reliable and efficient applications that’ll help your clients manage their business is an integral part of onboarding clients. You can set up new Zoho Books, Zoho Payroll or Zoho Expense organizations for your clients when you create their profile in Zoho Practice. This will help you collaborate with them, securely share confidential documents, and get insights on their day-to-day business information.

Here’s how you can do this in Zoho Practice.

1. Go to the Clients module from the sidebar..
2. Click New Client in the top-right corner. The New Client page will be displayed.

3. Select the Zoho application you’d like to create for your client from the Zoho Apps dropdown.

Note: A new organization of the selected Zoho Finance application will be created for your client. By default, you will be added as an admin user in the newly-created organization.

4. Enter your client’s details such as their First Name, Last Name, Business Name, Client Display Name, Email Address and Contact Number.
5. If you want your client to be added as a user in the new organization that will be created for them, mark the checkbox Invite this client as an admin in the organization that will be created for them.
6. Enter your client’s address details.
7. Select the regional settings of your client such as their Currency, Language and Time Zone.
   
   Insight: The configured regional settings, i.e., currency, language and time zones will be the default settings in the new Zoho Finance organization that will be created for your client.
8. Click Save.

Clone an existing client’s organization’s preferences

Note: This option is available only if you select Zoho Books in the Zoho Finance Applications dropdown.

As an accounting firm, you might have clients with the same demographics. Many of these clients may have the same type of business and hence require the same configurations for their Zoho Books organizations. It might be a tedious task to set up organizations from scratch for each client.

You can instead clone the organization preferences of an existing client. This will help you quickly configure certain settings of Zoho Books for new clients even before you access their organization.

When creating a client, if you’ve selected Zoho Books in the Zoho Finance Applications dropdown, this option will be displayed on the right. Here’s how you can proceed:

1. In the Clone Existing Client’s Organization Preferences section on the right, Click Continue >
2. Select the client whose organization’s preferences you’d like to apply to the new client.

3. Select the preferences that you wish to apply to the Zoho Books organization of your new client.
4. Click Save.
5. Click the gear icon in the top-right corner of the page, if you wish to edit some of the selected preferences.
6. Click Remove Preferences if you wish to remove the applied preferences.

Your configured preferences will now be ready. You can proceed with adding the required details of your client. The selected preferences will be applied in the new Zoho Books organization.

You can view their organization by clicking Go to Organization in the top pane of your client’s profile page.