Articles on: For bookkeepers

Run your bookkeeping practice on BooksGPT

BooksGPT is built for bookkeepers and accountants with many clients. Each client lives in its own workspace, with its own books, bank feeds, and reports, all under your one login.

Add a workspace for each client

Click the workspace pill in the top bar. It shows the workspace you are in.
Click Add workspace at the bottom.
Choose Business, enter the client's business name, and click Create workspace.
Switch between clients from that same pill.

Plans and extra workspaces

Solo includes 1 business workspace and Business includes 3. Practice includes 10 and Firm includes 25. See "What counts as a bank connection, and what each plan includes" for prices. Extra workspaces are billed per month, and the app shows the price before you buy. Manage the count under Settings > Plan & billing, in Extra client workspaces. Inviting clients and teammates is free. The caps are workspaces, never people.

Invite your client to their workspace

Open Settings and click Team & access. You can also open All pages in the left sidebar, then under Setup click Team & access.
Enter their email, pick a role, and click Send invite.

Roles keep duties cleanly separated

Client connects the bank and can view and edit their books. Banking stays in the business owner's hands.
Client (limited) does day-to-day work on transactions, receipts, and bills, without bank connections or sending documents.
Bookkeeper gets full admin and books access, but no bank control. Invite your own teammates this way.
Editor edits the books only. Viewer is read-only.

Bring each client's books over

Import each client's history into their own workspace.
Their own chart of accounts comes with it, nothing is forced into a template.

See "How to import your data from Wave or QuickBooks", "The import wizard: drop a file and check it reconciles", and "Turn on Cash reports for books imported from QuickBooks Desktop".

Good to know

Every workspace has its own Drive, so clients can drop statements and receipts where you will see them.
One client with several properties or locations still fits in one workspace. Use dimensions to report by property. See "Track properties, projects, and programs with dimensions".
To stop keeping a client's books, archive the workspace instead of deleting it. See "Archive a client workspace".

Updated on: 01/10/2026

Was this article helpful?

Thank you!