• How to manage Conversion Balances in COUNT

  The Conversion Balances feature allows you to import your opening balances after completing your workspace setup. This gives you the flexibility to skip importing your trial balance, opening invoices, and opening bills during Launchpad and complete these steps later when you're ready. Note: Conversion balances remain in Draft until they are published. While they are in Draft, they do not create journal entries or affect your financial reports. Step 1: Access Conversion Balances 1Few readers

• Setting Up COUNT with the Launchpad (Start Fresh)

  COUNT’s Launchpad provides an intuitive onboarding experience, helping you set up your workspace, import critical data, and get started efficiently. This guide will walk you through the onboarding steps in the correct sequence, ensuring a smooth and hassle-free setup process. How Do You Want to Get Started? When you open the onboarding flow, decide whether you want to create a new set of books or migrate existing accounting data. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/Few readers

• How to Review and Resolve Items After a QuickBooks Migration

  When migrating your accounting data from QuickBooks Online (QBO) to COUNT, most records are automatically converted and imported into your COUNT workspace. However, some records may require additional review before they can be fully added to COUNT. These items appear in the QBO migration review section so you can review, update, and resolve them. This guide explains why these items appear and how to review and resolve them. Why Do Items Require Review? COUNT uses its own accounting controlFew readers

• How to Invite COUNT Migration Team to your Xero Account

  This article explains how to invite the COUNT Migration team from your Xero organization so we can complete your data migration securely and efficiently. Invite the COUNT Migration Team From the top-left corner of Xero, click your organization name, then click Settings. In the Settings page, under General, click on Users. ![](https://storage.crisp.chat/uFew readers

• Setting Up COUNT with the Launchpad (Import Your Data)

  COUNT’s Launchpad provides an intuitive onboarding experience, helping you set up your workspace, import critical data, and get started efficiently. This guide will walk you through the onboarding steps in the correct sequence, ensuring a smooth and hassle-free setup process. How Do You Want to Get Started? When you open the onboarding flow, decide whether you want to create a new set of books or migrate existing accounting data. ![](https://storage.crisp.chat/users/helpdesk/website/-Few readers

• Exporting data from Xero & Migrating to COUNT

  Exporting your data from Xero is a straightforward process that ensures a smooth transition to COUNT. Below is a step-by-step guide on how to export your Chart of Accounts, Contacts, Products and Services, and Historical Transactions from Xero. Exporting data from Xero & Migrating to COUNT 1. Exporting the Chart of Accounts Your Chart of Accounts is essential for organizing your financial data. To export it from Xero: Log in to your Xero account. NavigFew readers

• Understanding PM, Workspace, and Employee Accounts in COUNT

  COUNT uses three account types to separate practice management, business operations, and employee self-service access. Practice Manager (PM) Account PM accounts are used by accounting firms and finance teams managing multiple clients or businesses. PM users can: Manage clients and workflows Access projects, files, and intake forms Collaborate with clients Launch and manage workspaces PM Roles Admin Full access to all PM features Can invite staff and manage clienFew readers

• How Notifications Work in COUNT

  COUNT keeps you up to date in two ways: In App notifications (bell icon) and emails. This article explains what each one covers, who receives it, and which settings control it. In-App notifications are for activity in your workspace that you may need to act on, such as tasks, comments, AI agents and intercompany links. Emails cover sign-in and security, invitations, invoices, payroll, and anything that needs to reach someone outside COUNT, like your customers. Some events do both. For example,Few readers

• How to Export Bills from Xero

  If you need to download your bills from Xero, you can export them directly from the Bills section. This allows you to review, share, or upload the data in COUNT. Steps to Export Bills 1. Go to Bills From the top navigation bar, click Purchases, then select Bills. 2. Open Export Options On the right side of the screen, click the **three dotsFew readers

• How to Invite Your Accountant or Bookkeeper to Your Workspace

  To get started with COUNT, your workspace needs to be linked to your accountant or bookkeeper—this ensures they can access your records, review your transactions, and support you directly within the platform. Here’s how to invite them in just a few clicks. Steps to Invite Your Accountant Go to Settings Click Settings in the left-hand menu. Under Workspace Settings, select the Manage Team card. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87Few readers

• How to Upload Documents in COUNT

  Uploading Documents Uploading documents in COUNT keeps your financial records in one place and makes it easier for your bookkeeper to access everything they need. In the left-hand sidebar, go to Work > Documents. Click Upload Files. A pop-up will appear asking you to drag and drop or upload your file. Advanced Options **When uploading a file, you can adFew readers

• How to Invite a Team Member to Your Workspace

  Need a colleague to help manage a client workspace in COUNT? If you’re using Practice Manager, you can invite team members to a specific workspace and assign the appropriate level of access. You can also invite a client to their Client Portal, which is separate from giving them team member access to the workspace. Steps to Invite a Team Member Open the Client Workspace From the Practice Manager, select Clients. Find and select the client workspace you want to manage.Few readers

• How to Export Invoices from Xero

  You can export your invoices from Xero to download and migrate them in COUNT. This is useful for reporting, sharing, or migrating data. Steps to Export Invoices 1. Go to Invoices After logging in to Xero, click Sales from the top navigation bar, then select Invoices. 2. Export Invoices On the invoices page, click the Export button situatFew readers

• How to Connect Multiple Cards for One Bank Account

  Employee or “Child” Credit Cards If your business uses multiple employee or “child” credit cards under a single main account, you may notice that only the primary or “parent” card is syncing into COUNT. This happens because many banks treat the parent account as the primary data feed and do not automatically share data from individual employee cards. To capture transactions from all cards, each card must be explicitly authorized and shared with COUNT. Why Child Cards Do Not Sync EmFew readers

• How to Manually Export Data from QuickBooks Online (QBO) for Importing into COUNT

  Exporting data from QuickBooks Online (QBO) is an essential step when transitioning to COUNT. This guide will walk you through the process of exporting your chart of accounts, contact lists (customers, employees, vendors/suppliers), products and services, and historical transactions. Once the data is exported, you can follow the COUNT setup guide to import it into your workspace. Exporting Your Chart of Accounts Access the Chart of Accounts: Log in to your QBO account. Go toFew readers

• How to Invite COUNT Migration team to Quickbooks Online

  Invite the COUNT Migration team to your QuickBooks Online (QBO) company so we can securely access your data and complete the migration. In QuickBooks Online, click the Settings icon from the top right corner, Select Manage users. In Manage users, select the Accounting Firms tab. Click Invite Firm. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1Few readers