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.  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 readersHow 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 readersHow 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 readersHow 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 readersSetting 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.  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.  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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersSetting 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