Clarity

Integrate to Xero, Quickbooks, Sage or manually import data

Connecting to your accounting software

User access. Different permission levels. Subscriber, Advisor, Team Admin, Standard & Verifier

Inviting team members (staff) into your Clarity account

Mapping your Xero ledger to your Clarity account

Xero mapping

Mapping your Quickbooks Online/Sage Accounting ledger to your Clarity account

Quickbooks Online/Sage Accounting mapping

2FA, MFA, Two Factor, Google Authenticator

Multi Factor Authentication

Deciding who receives the Clarity invoice per month

Change of billing email

Giving team members (staff) access to your clients in the Clarity platform

Using a demo company to play with Clarity numbers

Connecting a Xero demo company to Clarity

Entering manual data into Clarity on a annual, quarterly or monthly basis

Annual, quarterly, monthly data

Ensure your screen is 80% zoomed in to display optimally

Zooming & Scrolling

Reassign report templates and set defaults

How to invite your clients into their Clarity account and which access gives them which visibility

Inviting clients to their Clarity account

Steven Briginshaw

Settings

Login to Clarity

Find answers and get help from Intercom Support and Community Experts

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