Select the Settings icon on the toolbar.Here are instructions for exporting the reports and lists into individual Excel files contained in a zip format in one process. You will need to backup those files manually and keep them on hand for your records. Please Note: Bill4Time is unable to import physical invoices or documents.
* See attached example Client List Spreadsheet & Import Intake Form at the bottom of this article. Example: Address 1, 2, 3, City, State, Zip, all to be separated into their own columns.Make sure your Clients' address information is separated into their own columns.Clients spreadsheet must contain a minimum of 50 rows.All data in the required columns (highlighted in red) must be filled in.In order for our developers to complete an import for you: Please click here for more information about this subscription feature.ĪRE THERE ANY MINIMUM REQUIREMENTS OR LIMITATIONS FOR IMPORTS? If you wish to import Contacts, Time/Expense Entries, or Starting Balances - you will need to enable the Enterprise Account Add-on to unlock Advanced Imports.
IMMIGRATE TABS3 TO BILL4TIME PRO
Please note: Clients and Matters are covered by the Basic Data Import (which is included on the Legal Pro subscription plan). However, due to the hierarchy of Quickbooks data, please note that Bill4Time only accepts the following data point exports from Quickbooks: We recommend backing up every data point from your previous service, for your own archival purposes. WHAT DATA CAN BE EXPORTED FROM QUICKBOOKS INTO BILL4TIME?
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