• 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

• 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 ChSome 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 the Top-Left Workspace Menu Click on your workspace name in the top-left corner of COUNT. From the dropdown menu, select Manage Team. Choose "Invite Accountant/Bookkeeper" OnFew 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

• How to Invite a Team Member to Your Workspace

  Need a colleague to help manage your workspace in COUNT? You can easily invite team members and assign the right level of access based on their role. Here’s how to send an invite and set permissions. Steps to Invite a Team Member Open the Team Management Panel Click your workspace name in the top-left corner. From the dropdown, select Manage Team. Click "Invite Team Member" On the right side of the screen, select Invite Team Member. Enter User Details and SetFew readers

• How to Add and Import Taxes in COUNT

  Whether you're managing a few tax rates or handling multiple jurisdictions, COUNT gives you the flexibility to add taxes manually or import them in bulk. How to Add a Single Tax Go to Settings From the left sidebar, navigate to Settings. Open the Taxes Tab Click on the Taxes tab to view your existing tax rates. Add a New Tax Click the Add a Tax button on the right side of the screen. In the pop-up window, enter: Tax Name (e.g. 1726 - SEATTLE, WA)Few readers

• How to Apply Tax to a Customer in COUNT

  If your business charges tax, COUNT lets you assign default tax rates to each customer. This way, the correct tax is automatically applied to all future invoices created for that customer. Steps to Apply Tax to a Customer Open the Customers Page From the left-hand sidebar, go to Contacts & Products → Customers. Edit the Customer Under the Actions column, click the pencil icon next to the customer you want to update. Scroll to Sales and Tax Information On theFew readers