How do I create a new client manually or link an existing BrightBooks client to BrightAccountsProduction?

Follow the steps below to create or link a client in Bright AP:

Log in to Bright AP- After logging in, you will have two options for adding a client.

Option 1: Create a New Client in Bright AP

1. You can navigate to the Clients & Accounts page.
2. Click the Add Client button.
3. Follow the prompts to create a completely new Bright AP business.

Option 2: Link an Existing Client from BrightBooks

1. Locate an existing client on your business list without a client code in Bright AP as these are created based on your clients in Brightbooks.
2. Click the + icon. You will see the message: "This is a BrightBooks-only business", confirming that the client exists in BrightBooks but is not yet linked to Bright AP.
3. Click Add a Dataset to create a Financial Statement and link BrightBooks data with Bright AP.