New Client to Your Firm
No previous accounting records. Often comes with PDFs, paper docs, or spreadsheets.
1: Start the Client Registration in Propio
2: Connect the Client’s Ledger (QuickBooks or Xero)
3: Connect Bank Accounts
How do I use Propio with only PDF bank statements and no bank connection?
Log in to Propio. Go to the Clients page. Use the search bar to find the client you'd like to set up with a manual bank account. Once located, go ...
How do I connect a new client’s bank account using Propio Sync?
Go to the "Clients" section. Use the search bar at the top to find the client you want to connect. Click the "Onboarding" icon. On the "Connect your ...
4: Load the Chart of Accounts
How do I load and Edit my client’s Chart of Accounts into Propio if I use Xero?
Make sure the client's Xero account is already connected to Propio. If not, follow the steps in: How do I connect a new client’s QuickBooks or Xero a...
How do I load and edit my client’s Chart of Accounts into Propio if I use QuickBooks Online?
Make sure the client's QuickBooks account is already connected to Propio. If not, follow the steps in: How do I connect a new client’s QuickBooks or ...
Standard COA Templates
Both QuickBooks Online and Xero offer templates for standard Charts of Accounts tailored to various industries. These templates provide a foundational...
What is a Chart of Accounts and why does it matter in Propio?
A Chart of Accounts (COA) is a structured list of all accounts used by a business to record financial transactions. It serves as the foundation for or...
5: Create a bank account in your Chart of Accounts
How to create a new bank account in QuickBooks Online?
Log in to QuickBooks Online. Click on the Settings (gear icon) at the top right. Under “Your Company” , click Chart of Accounts . Click the green ...
How to create a new bank account in Xero?
Log in to Xero. Go to the Accounting menu and select Bank accounts . Click Add Bank Account . Search for your bank name. If you find your bank, se...
6: Map your Propio-registered bank accounts to your ledger’s bank accounts
How do I map my Propio-registered bank accounts to my ledger’s bank accounts?
Make sure your ledger (QuickBooks or Xero) is connected to Propio. If not, click here to learn how to connect your ledger . Ensure your bank account ...
Why mapping my accounts matters?
It is vital that you map each bank account registered in Propio to its corresponding bank account already registered in your ledger . When you co...