In order to add and update clients from Companies House (UK firms only), an admin user will first need to set up the integration.

To import a client, click Clients across the top, then click Add from Companies House.

Enter the registration number of the company you want to add, and click Search.

Click Add client.

Once imported, the client details page will include all available details, such as client contacts, address, incorporated and statement dates, etc. For the Company Reg. No. field, clicking the View More link will take you to the company’s page on the Companies House site.

You can also update client details to match Companies House data.

See also: