Overview
Client files are used to manage work for each client in a single centralized location. Adding a client file allows your team to onboard new clients, connect accounting systems (such as QuickBooks or Xero), assign the right users, and track all related projects, tasks, and communication.
Add a Client File
Use this option when onboarding a new client or connecting a new accounting source.
Open Client List from the left navigation menu
Click Add Client File in the top-right corner
In the Add Client File window, choose a File Type:
Connect to QuickBooks – Connect an existing QuickBooks account
Connect to Xero – Connect an existing Xero account
Other – Create a client file without an accounting integration
Note: If you're on the AI Financials Review plan, the Other option is not available. You can connect an accounting software to an other file later if needed.
Under Assign Staff Users, select the users who should have access to this client
Admin users are granted access automatically
Assign or Update Client File Users
You can assign or update user access to a client file at any time.
Locate the client in the Client List
Click the More options (⋯) icon in the Action column
Select Assign Users
Add or remove users as needed
Save your changes
Only assigned users will be able to view and work on the client file.
Update Client File Details
You can update a client's information after the client file has been created. Client details are initially pulled from the connected accounting software but can be modified in Xenett as needed.
Open the Client Dashboard
Click the Edit (pencil) icon next to the client name
In the Edit Profile window, update details such as:
Display name in Xenett
Client logo (Xenett only)
Accounting basis (Cash or Accrual)
Year-end month
Accounting basis and year-end month are synced from your accounting software but can be changed in Xenett. These changes apply only within Xenett and are not pushed back.
Delete a Client File
Only delete a client file when it is no longer needed. This action cannot be undone — it permanently removes all associated data including tasks, questions, project comments, and history.
Option 1: From the Client List
Go to Client List
Click the More options (⋯) icon next to the client
Select Delete Client File
Click Delete to confirm
Option 2: From inside the client
Open the client you want to delete
In the Dashboard module, click the down arrow (⌄) next to the client name
Select Delete Client File
Click Delete to confirm
Disconnect a Client File
Disconnecting a client file unlinks it from the connected accounting software (QuickBooks or Xero) without deleting any data in Xenett. Once disconnected, the client file remains in Xenett with all its data intact and you can reconnect an accounting software at any time. Use this when you need to temporarily remove the accounting connection or switch to a different account.
Open the client you want to disconnect
In the Dashboard module, click the down arrow (⌄) next to the client name
Select Disconnect Client File
Click Disconnect to confirm
A disconnected client file is still billable. To stop being charged, you need to delete the client file.
In the Client List, a red client name indicates a disconnected connection — if you see this, the integration may need to be reconnected.
Important Notes
Admin users have access to all client files by default
Deleted client files cannot be recovered
Deleting a client file removes all related projects, tasks, questions, and history