How to add multiple client accounts

Note: this functionality is only available for Bookkeeper and Accountant Partner Accounts. Find out more about the different Receipt Bank products here.

If you have a large number of clients that you'd like to add to Receipt Bank at once, you can fill in a CSV template, send it to us and we'll upload them to your dashboard for you.

Download the region-specific CSV files linked below and follow the instructions within:

• Francе
• UK/Europe/South Africa/ Other (London)
• Australia/ New Zealand/ Other (Auckland)
• North America/ Canada