Importing your clients

The video is on its way

Until it's here, Importing your clients walks through the same steps.

What it shows:

1. Clients › More actions (⋯) › Import clients from a spreadsheet, and the template to download if you're starting a list from scratch.
2. Choosing the spreadsheet: a .csv or .xlsx export from your tax software, QuickBooks or a list you keep.
3. Matching its columns to Firmdesk's, which are guessed from their names.
4. Checking what each row will do before anything is saved: new clients, updates, rows left out and why, and the households it suggests.
5. The import, its summary, and the rows to fix as a spreadsheet.
6. The other way: sending the file to us from Settings › Send files to Firmdesk, and we import it for you.

Read instead

• Importing your clients
• Services, and how deadlines are worked out