I am an agent and have two clients on Solar Accounts Online, one just signed up yesterday. when I logged on this morning I see that the login details gives the option of a list of accounts e.g. Valerie-xxxx-xxxx-xxxx is there a way that I can list the different account details for the different clients? I pay the subscription for the first client, but the second one will pay his own subscription when his trial period ends.
Hi Val,
It sounds like your second client has set up their business information on
Solar Accounts independently from you. In that case you will need to ask
that client to send you a sharing code as described in step 1 and 2 of this
page
<https://www.solaraccounts.co.uk/help/how-to-share-financial-data-with-your-accountant>,
then you access their accounts by completing step 3 and 4. After that you
will see both your client's businesses when you log into Solar Accounts.
