How to download your client list

A guide to obtaining an itemised client list

Kaylie Worbey avatar
Written by Kaylie Worbey
Updated over a week ago

In this help article, we will cover how to view an itemised list of your clients, you can do this from your Link My Books accountant dashboard. This article is for accountant users only.

Head over to your accountant dashboard, and there is the option to download your active client list.

Here you can also see the order counts of each channel which can be used to help work out billing for recharging your clients.

For more information on managing your client list, including adding or removing clients, please refer to the below help articles;

If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].

Did this answer your question?