Thanks JayAnne_C,

So I have added that client, and they show up under the Overview tab, but not under the Bookkeeping tab. I saw a link in the Bookkeeping tab saying Add a Bookkeeping Client, which I then tried to do, but that ended up duplicating the client in the Overview tab. I still don't see them on the Bookkeeping tab. Not sure what I'm doing wrong...

I would love to add a screenshot, but this interface with the community doesn't think I'm logged in (even though I am) and will not let me add attachments..

Thanks for your help.

steve_h