To update a client linked to Companies House, open the client details page. Click the three-dot icon at the top right and choose Update from Companies House.

Or, to update all clients at once, open your client list, click the three-dot icon at the top right, and choose Update dates using Companies House.

If you have existing clients who were not added via Companies House, but you want to add data that will link them to Companies House so that the updates described above can be made, then you can export the client list, add Companies House data, and import back in.

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