FAQs
Frequently asked questions for accountants and bookkeepers
- What information do clients share during onboarding?
- How do I know which clients have completed onboarding?
- How do I delete a client?
- How do I import bank transactions manually for a client?
- How do I claim expenses in new Prosaic
- How do I switch to official open banking connections
- Migration to New Prosaic - FAQs
- How do I create a private entity for practice staff?
- How do I delete bank statements or transactions