How do I add a new client (Company) in Nook?

You can add new clients from the Manage Companies page in Nook.

1. Click on Manage Companies at the top left of your screen

 

2. Click on New Company

 

3. Click on Company

 

4. Start typing the company name in the Company field

 

5. Select the correct entity from the global registry

 

6. Select how many employees the company has

 

7. Enter the website URL for the company (this will help Nook to create a unique intake email address for this company)

 

8. Click on Add company

 

9. Connect the accounting software organisation for that company