video1.0<iframe src="https://www.loom.com/embed/4b91269c44a14ae0ba57fb41996d4ffb" frameborder="0" width="1658" height="1243" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12431658Loomhttps://www.loom.com12431658https://cdn.loom.com/sessions/thumbnails/4b91269c44a14ae0ba57fb41996d4ffb-829bdf5e80b8ba20.gif157.173In this video, I walk you through the initial setup of your client in KPM 365. I cover how to import your clients and send them invitations, which you can find linked below. Once your clients are invited, I demonstrate how to log into their profiles and set up essential data such as suppliers, products, and bank accounts. I also explain how to verify that all your data has been imported correctly by cross-referencing with your bookkeeping. Please make sure to re-authenticate your banks to ensure transactions are pulled into KPM 365 seamlessly.