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ClientSynq
Getting started

Start your free trial

Last updated: October 8, 2026

Every new ClientSynq organization starts with a free 7-day trial of the Pro plan. You do not need a card to start. You can sign up with your email address or in one step with your QuickBooks account.

Before you start

  • Use the email address you want as the organization owner. The person who signs up becomes the owner.
  • If you use QuickBooks Online, signing up with QuickBooks also connects your QuickBooks company.

Sign up with QuickBooks

  1. Go to the sign-up page and select Start free trial with QuickBooks. You can also start from the ClientSynq listing on the QuickBooks App Store.
  2. Sign in to Intuit and choose the QuickBooks company to connect.
  3. Approve the connection. ClientSynq creates your account and your organization, names the organization after your QuickBooks company, and opens your Dashboard.

Screenshot to come: Start your 7-day free trial page → Start free trial with QuickBooks button and email sign-up form
public/help/getting-started/start-trial-1.png

If you already have a ClientSynq account with the same email address, ClientSynq signs you in to it instead of creating a new one, and connects your organization to the QuickBooks company you chose.

Sign up with your email

  1. Go to the sign-up page. Under or sign up with email, create your account.
  2. On Name your organization, enter your Organization Name. Your clients and team members see this name.
  3. Select Start my free trial. Your Dashboard opens.
  4. Connect QuickBooks from the QuickBooks Online banner on the dashboard. See Connect QuickBooks.

Screenshot to come: Name your organization page → Organization Name field and Start my free trial button
public/help/getting-started/start-trial-2.png

What happens next

  • Your trial includes every Pro feature: unlimited team members and clients, branding, File Exchange and convenience fees.
  • ClientSynq emails the organization owner 3 days before the trial ends, 1 day before, and when it has ended. The link in these emails takes you straight to checkout to add a card.
  • To keep your organization active, choose a plan and add a card in Billing & Plans before the trial ends. You are not charged until the trial ends. See Plans and trials.
  • If the trial ends without a card, your organization becomes inactive. Your team can only open Billing & Plans, and your clients see a message that invoicing is not available, until you choose a plan.

Good to know

  • The one-step sign-in link from QuickBooks works once and expires after a few minutes. If you see Sign-in link is invalid or expired, select Try again from QuickBooks or Start free trial.
  • If something goes wrong while signing up with QuickBooks, you return to the sign-up page with the message "We could not finish signing you up with QuickBooks." Select the QuickBooks button again, or sign up with your email and connect QuickBooks afterward.
  • Your new organization comes with five roles ready to assign: Owner, Administrator, Manager, Team Member and Viewer. You hold the Owner role. See Create roles and set permissions.
  • If you already own an organization, the Name your organization page takes you to your dashboard instead of creating a second one. To add another organization, use Create New Organization in Billing & Plans. Each new organization gets its own 7-day trial.