From the client list, select ADD NEW CLIENT:
2. Fill in basic information about the client:
3. Save the client (no superpowers required):
4. Select the client from your client list:
5. Click CONNECT to launch the QuickBooks Online or Xero connection tool:
6. Log in to QuickBooks Online or Xero and select the appropriate client file. Once the file is linked, you'll be directed back to VERIFYiQ and can run your first file review!