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Articles on:For bookkeepers
Run a multi-client practice: a workspace per client, with roles that keep duties separate.

Categories

  • Getting started
  • Copilot
  • Switch to BooksGPT
  • Banking and transactions
  • Invoicing and bills
  • Accounting
  • Inventory
  • Reports
  • For bookkeepers
  • Workspace and setup
  • Account and billing
  • Personal
  • Run your bookkeeping practice on BooksGPT
    One login, a workspace per client, roles that keep banking in the client's hands, and simple pricing for a growing practice.Popular
  • Set up contractors so your 1099s work
    Collect W-9 details during the year so January is a review instead of a scramble.Few readers
  • File your 1099-NEC
    Mark your contractors, read the worksheet, and know this year's threshold. $600 through 2025, $2,000 from 2026.Few readers
  • Close the books for a month or year
    Lock a period so nothing behind the line can change, what stays possible after a close, and how to reopen.Few readers
  • Archive, start over, or delete a workspace
    Three buttons on Workspace, under Data. Archive keeps the records. Start over clears the books. Delete removes the company. They are not interchangeable.Few readers
  • Archive a client workspace
    Archive a client workspace when you stop keeping their books. Records stay readable and the client keeps access. Banks and scheduled reports stop.Few readers
  • Delete a client workspace
    Delete a client workspace you are finished with. Archive first unless you are. Everyone loses access immediately. You can undo for 30 days from another workspace you own.Few readers

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