Set Up Clients And Source Data

Use this section when you are creating clients, importing a client list, connecting source data, uploading statements, or checking whether a client is ready for accounting work.

Start By Outcome

Add one client

➕Create One Client

Add client modal for creating a single client from the Clients page

Add many clients

📥Bulk Create Clients

Bulk create modal for importing multiple clients at once

Pick the setup path

🧭Choose The Source Of Truth

Client onboarding screen for choosing how source data will enter Wesley

Connect live data

🔌Connect A Live Data Source

Client onboarding connection screen for choosing live data, upload, or fresh-start setup

Upload statements

📄Upload Statements

Upload statements onboarding screen

Confirm setup is complete

✅Verify Client Setup

Firm Clients dashboard with client-level status, tasks, integrations, and pending transaction counts

Recommended Order

Create client -> choose source -> connect or upload -> verify accounts and coverage -> assign owners -> start transaction review.

Data Source Paths

🏦Connect Bank Accounts With Plaid 🟢Connect QuickBooks Online 🖥️Set Up QuickBooks Desktop 🌱Start Fresh Without Source Data

Clients List

📋Manage The Clients List ☑️Add Client Tasks From The Clients List

Full Setup Guides

🏢Create A Client And Choose A Data Source 📄Upload Statements And Create Bank Accounts

💬

Ready to bring Wesley into your firm? Compare plans and start here: Wesley Pricing