• How to Import Yours Customers List Into COUNT

  You can import your customers into COUNT using a CSV or Excel file. This is helpful when migrating customer data from another system or when setting up your workspace with multiple customers at once. The import process allows you to upload your file, map your data to COUNT fields, and complete the import in just a few steps. From the left-hand menu, click Sell, then select Customers. In the top-right corner, click the Import icon next to Add a Customer.Few readers

• How to Import Yours Vendors List Into COUNT

  You can import your vendors into COUNT using a CSV or Excel file. This is helpful when migrating vendors from another system or setting up your workspace with multiple vendors at once. This process allows you to upload your file, map your data to COUNT fields, and complete the import in just a few steps. From the left-hand menu, click Spend, then select Vendors. In the top-right corner, click the Upload icon. ![](https://storage.crisp.chat/users/helpdesk/websitFew readers

• Managing Products & Services in COUNT

  Efficiently managing your products and services in COUNT is crucial for maintaining accurate inventory levels, pricing, and sales data. This article will guide you through the available options and actions in the Products & Services listing page, helping you to stay on top of your stock, pricing, and service details. The Products & Services listing page displays the following columns to provide a comprehensive overview of your inventory and services: Name This column displFew readers

• How to Add a Vendor in COUNT

  In COUNT, keeping an organized and up-to-date list of your vendors is essential for seamless financial tracking and operational efficiency. By adding vendors to the system, you can easily manage payments, track purchases, and maintain accurate records. Here’s how to add a vendor to your COUNT account in just a few steps. Step-by-Step Guide to Adding a Vendor Navigate to the Vendors Page Start by heading to the Contacts & Products section from your dashboard. Here, you’llFew readers

• Automatic Sales Tax Rate Updates in COUNT (U.S. Clients Only)

  COUNT helps you stay compliant with U.S. sales tax laws by automatically pulling accurate tax rates based on your customer's shipping address. This feature is especially helpful in complex states like Washington, where tax rates vary by city and municipality. How automatic tax rates work When you create a new customer in COUNT and enter a valid U.S. shipping address, COUNT automatically looks up and applies the correct local sales tax rate. This is powered by a third-party tax servFew readers

• How to Attach Job Codes to Time-Based Work in COUNT

  In industries like construction, landscaping, and contracting, workers may perform different types of jobs that need to be tracked separately. For example, a contractor might spend hours pouring concrete, then switch to ditch digging, and later to pressure washing — each activity has a different job code for tax and reporting purposes. COUNT makes it easy to track this by linking job codes to services. When employees log their hours, they can select the job code that maFew readers

• How to add People (Employees or Contractors) and Invite Them to the COUNT Go Mobile App

  This article explains how to add people (employees or contractors) in COUNT and invite them to access the COUNT Go mobile app to manage payroll-related actions and time tracking. Understanding Employees vs Contractors In COUNT, you can add people under different worker types. The most common are Employees and Contractors. Employees Typically part of your internal team and work on an ongoing basis. Contractors Usually independent workers hired for speciFew readers

• Managing Contractors in COUNT: Everything You Need to Know

  COUNT gives you a powerful, streamlined interface to manage contractors with ease—from onboarding and compliance tracking to time entry and payment summaries. Whether you’re handling one contractor or a full remote team, here’s how you can manage it all inside the People & Contractors section. Overview of the Listing Page The People & Contractors page is your central dashboard to view and manage all workers—including Employees, Contractors, Volunteers, Donors, and OtherFew readers

• How to Add a Customer in COUNT

  Managing your customer database effectively is a key element of running a successful business. In COUNT, adding a new customer ensures that you can manage their billing, sales, and tax information effortlessly. This guide will walk you through the steps to add a customer, allowing for accurate record-keeping and smooth communication. Step-by-Step Guide to Adding a Customer Navigate to the Customers Page From the dashboard, head to the Sell section in the left-hand menu,Few readers

• How to Add a Product or Service in COUNT

  Adding products and services in COUNT ensures your catalog is well-organized and easy to manage. Whether you're selling physical goods or offering services, this step-by-step guide will walk you through setting up items, assigning prices, and ensuring accurate tracking of inventory and sales. Step-by-Step Guide to Adding a Product or Service Navigate to Products & Services From the main dashboard, go to Sell > Products & Services. ****Click "Add a Product or Service"Few readers

• Managing Contacts in COUNT

  In COUNT, managing contacts and products is made easy with dedicated pages for People, Vendors, and Customers. Each page provides relevant information in an organized table, allowing you to quickly update details or take action as needed. Here's how you can manage these sections effectively. People & Contractors The People section allows you to track all individuals associated with your business. The page has six tabs to organize contacts as follows: All People, Employees, ContractorFew readers

• How to Import Your Products & Services Into Count

  You can import your products and services into COUNT using a CSV or Excel file. This is helpful when migrating data from another system or setting up your workspace with multiple items at once. This feature allows you to review column matching, confirm item details, and complete the import in just a few steps. From the left-hand menu, click Sell, then select Products & Services. In the top-right corner, click the Import icon. ![](https://storage.crisp.chat/users/hFew readers