Importing Existing Data into Pool Office ManagerUpdated a year ago
Import Existing Data into the Software
Please follow the steps below and send those files to [email protected]
1. Customer & Inventory Data
Based on the type of QuickBooks you have, follow the respective guide:
QuickBooks Online
QuickBooks Desktop
Software other than QuickBooks - Please send a spreadsheet or excel file containing all of the information for Customers and Inventory that you'd like imported
2. Logo
Please send us an image file of your company logo that can be displayed to customers on emails and notifications.
** Remember to send the files to [email protected]
Resources!
Check out our website: https://poolofficemanager.com/
Help number: 614-710-0074 ext 3