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Articles on:Onboarding
Initial setup guide for new users

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  • 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 tSome readers
  • Setting Up COUNT with the Launchpad: A Step-by-Step Guide
    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. (https://downloads.intercomcdn.com/i/o/bug4m6gg/1351507755/81d8792ee67840b2a6a4f51efdba/ScreenshFew 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. 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. Navigate to the Accounting menu and select Advanced. Click on ChFew readers

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