Hello. We are very new to this cloud version. I realize that only certain info can be exported from the desktop version to the cloud version. Specifically, I understand that current client data such as name, rate and address can be exported, but client balances and such cannot be exported yet. Does anyone know if our firm's settings, such as billing format, task and expense lists can be exported over? I just don't want to enter all of these if I don't have to.
Thank you in advance for any assistance.
Debbie
FGSB