Hi,
Is there anyway to convert a quickbooks file into Agexpert. I want to switch a client. Thank you!
Hi Stacey,
There is no way to convert the entire set of books. We do have the ability to import contacts and employees but the chart of accounts and balances will need to be set up through our program. To import contacts and employees, you will need to first export those items from quickbooks to a .txt file. It's important that you are using the current version of each program to be successful doing this. If you run into any trouble, give us a call at 1-800-667-7893.