Malcolm Ziman
Level 10

Account management


@hoonscott wrote:

Thanks for the responses guys. Entering everything again is a deal breaker. I guess I will try this export/ import method and see how that turns out. Thanks!


The robot failed to mention that can only import lists, i.e. list of customers, vendors and P/S items,  without transactions.  You can import bank transactions; deposits and expenses,  but just date, memo and amount, no category.

 

But the robot mentioned that you can convert your trial file to a paid subscription, and suggested you call customer service.  Did you do that?