Other questions

Hello Rob5935,

Nice to see you in the Community! Purchase orders can be transferred or copied over. There are various ways you can do this, which I have listed below:

• With MS Excel
• Using CSV files
• Import and export invoice and other form templates
• Import and export IIFs
• Import bank transactions with Web Connect files
• Send journal entries back and forth with your accountant
• Export your file for your accountant and import accountant changes
• Import batch transactions from your accountant

That should do it! If you bump into any issues, don't hesitate to let me know! I will be around to assist!