Importing Account Fields and Updating Existing Accounts Info
Автор: TaxDome
Загружено: 2021-09-14
Просмотров: 623
Описание:
Now it’s possible to import custom account fields and update your existing accounts' information, all during the same contact import process.
All you need to do is create columns importing a CSV file with data you want to bring to TaxDome and link it to either Contacts or Accounts.
To learn more about the TaxDome Import tool, visit our Help Center: https://help.taxdome.com/article/122-...
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: http://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: http://taxdome.com/webinars.
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