How Employees Log In to the COUNT Web App
Employees who have been invited to a COUNT workspace can log in to the web app using the email address associated with their invitation.
Open the COUNT Web App
Go to app.getcount.com.
Select Employee Login.
Enter the email address where you received the COUNT invitation.
Enter your password and click ****ContinuFew readersHow Notifications Work in COUNT
COUNT keeps you up to date in two ways: In App notifications (bell icon) and emails. This article explains what each one covers, who receives it, and which settings control it.
In-App notifications are for activity in your workspace that you may need to act on, such as tasks, comments, AI agents and intercompany links. Emails cover sign-in and security, invitations, invoices, payroll, and anything that needs to reach someone outside COUNT, like your customers. Some events do both. For exampleFew readersHow to Invite COUNT Migration team to Quickbooks Online
Invite the COUNT Migration team to your QuickBooks Online (QBO) company so we can securely access your data and complete the migration.
In QuickBooks Online, click the Settings icon from the top right corner, Select Manage users.
In Manage users, select the Accounting Firms tab. Click Invite Firm.
COUNT’s Launchpad provides an intuitive onboarding experience, helping you set up your workspace, import critical data, and get started efficiently. This guide will walk you through the onboarding steps in the correct sequence, ensuring a smooth and hassle-free setup process.
How Do You Want to Get Started?
When you open the onboarding flow, decide whether you want to create a new set of books or migrate existing accounting data.
 Account
PM accounts are used by accounting firms and finance teams managing multiple clients or businesses.
PM users can:
Manage clients and workflows
Access projects, files, and intake forms
Collaborate with clients
Launch and manage workspaces
PM Roles
Admin
Full access to all PM features
Can invite staff and manage clienFew readersHow to Export Invoices from Xero
You can export your invoices from Xero to download and migrate them in COUNT. This is useful for reporting, sharing, or migrating data.
Steps to Export Invoices
1. Go to Invoices After logging in to Xero, click Sales from the top navigation bar, then select Invoices.
2. Export Invoices On the invoices page, click the ExportFew readersHow to Invite Your Accountant or Bookkeeper to Your Workspace
To get started with COUNT, your workspace needs to be linked to your accountant or bookkeeper—this ensures they can access your records, review your transactions, and support you directly within the platform.
Here’s how to invite them in just a few clicks.
Steps to Invite Your Accountant
Go to Settings
Click Settings in the left-hand menu.
Under Workspace Settings, select the Manage Team card.
COUNT’s Launchpad provides an intuitive onboarding experience, helping you set up your workspace, import critical data, and get started efficiently. This guide will walk you through the onboarding steps in the correct sequence, ensuring a smooth and hassle-free setup process.
How Do You Want to Get Started?
When you open the onboarding flow, decide whether you want to create a new set of books or migrate existing accounting data.
 for Importing into COUNT
Exporting data from QuickBooks Online (QBO) is an essential step when transitioning to COUNT. This guide will walk you through the process of exporting your chart of accounts, contact lists (customers, employees, vendors/suppliers), products and services, and historical transactions. Once the data is exported, you can follow the COUNT setup guide to import it into your workspace.
Exporting Your Chart of Accounts
Access the Chart of Accounts:
Log in to your QBO account.Few readersHow to Review and Resolve Items After a QuickBooks Migration
When migrating your accounting data from QuickBooks Online (QBO) to COUNT, most records are automatically converted and imported into your COUNT workspace. However, some records may require additional review before they can be fully added to COUNT. These items appear in the QBO migration review section so you can review, update, and resolve them.
This guide explains why these items appear and how to review and resolve them.
Why Do Items Require Review?
COUNT uses its own accounting contrFew readersHow to Add and Import Taxes in COUNT
Whether you're managing a few tax rates or handling multiple jurisdictions, COUNT gives you the flexibility to add taxes manually or import them in bulk.
How to Add a Single Tax
Go to Settings
From the left sidebar, navigate to Settings.
Scroll down to Financials and click Tax Configuration.
Add a New Tax
Click the ***Few readersHow to Apply Tax to a Customer in COUNT
If your business charges tax, COUNT lets you assign default tax rates to each customer. This way, the correct tax is automatically applied to all future invoices created for that customer.
Steps to Apply Tax to a Customer
Open the Customers Page
From the left-hand sidebar, go to Sell → Customers.
Edit the Customer
Under the Actions column, click the pencil icon next to the customer you want to update.
