EzzyBills HQ for Accountants and Bookkeepers

20 May, 2019

Posted by

Li Fitzmaurice

HQ dashboard to manage all your clients on EzzyBills

All EzzyBills users can now upgrade their account to a HQ account.

  • The HQ account is most suited to accountants and bookkeepers with multiple groups and clients.
  • If you have a single group, you can still use it to take advantage of HQ dashboard.

The benefits of using HQ account

  • The HQ account acts as a dashboard, holding all your groups and their associated accounts in one central location.
  • Inside the HQ account, you can have different groups. This way, you can better control the access.
  • Quickly switch between your groups and check the status of each account within that group.

(screenshot below:  HQ account dashboard)

To set up a HQ account: 

  1. If you have multiple groups, sign up a new normal EzzyBills account and then upgrade it to a HQ (following the instruction below). Then click Add Existing Group to “Your HQ” for each group account.
  2. Or if you have a single group, you can upgrade the primary account of this group to HQ (following the instruction below).

To upgrade an EzzyBills account to HQ: 

Go to Settings. Scroll down to Advanced Options and then scroll down to Upgrade to a HQ Account. There is no additional cost to upgrade to a HQ account.

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