The use Case
Xenett right now only supports direct integration with QuickBooks and Xero. So, if you have a client that uses different software, you can still add it to Xenett as an Other Client.
Another situation can be when you're onboarding a client but don't have access to their accounting software yet. You can add them as Other. Later, when you can access their QuickBooks or Xero account, you can link it up.
How to Add an OTHER Client
Please click the + Add Client File button at the top right on the Client List screen and you will see an option for Other.
Other Client files are non-billable. Billing starts only if the client is connected to QuickBooks Online or Xero.
Link QuickBooks/Xero to Other Client
Once you have their account system credentials, you can connect the Other client file to the respective accounting system.
Go to a client file --> Client Dashboard --> click on the Connect QuickBooks/Xero button.
