How can multiple clients be managed on the platform?

• Related Articles

• How does the system handle multiple bank accounts?

  Users can add multiple bank accounts, with some managing thousands. The system allows selecting the desired account when creating checks.

• Can I add multiple companies from Zoho Payroll to Online Check Writer?

  Yes, you can add multiple companies from Zoho Payroll to Online Check Writer.

• Can I add multiple companies from Zoho Books to Online Check Writer?

  Yes, you can add multiple companies from Zoho Books to Online Check Writer.

• Can I add multiple QuickBooks companies in one company of Online Check Writer?

  Yes, you can add multiple QuickBooks companies into one Online Check Writer company. Log in to your Online Check Writer account. Go to Apps> QuickBooks Online> Add New Company. Click on ‘Connect to QuickBooks’. Select Companies to add and authorize.

• How are checks tracked and managed?

  An activity log shows details such as: Creation time Receipt time User who created the request Data can be filtered and exported for accounting purposes.