![]() It is most helpful to include all files you wish to be imported so that this transfer of data can be completed without delays. Once you've prepared all of this information, please send an e-mail to our Technical Support Team In this email, you will need to provide your:Īfter your data is received in the correct format and successfully verified by our team, we will send you the timeline for completion. ONCE MY DATA IS READY, HOW DO I INITIATE THE IMPORT PROCESS? Add or remove items from the Reports and Lists tabs by toggling the slider.On the Reports tab, set the desired date range.Select the Settings icon on the toolbar.Here are instructions for exporting the reports and lists into individual Excel files contained in a zip format in one process. You will need to backup those files manually and keep them on hand for your records. Let me guide you with these steps: Delete the Account filter. You can obtain the report you need by changing the filters. Please Note: Bill4Time is unable to import physical invoices or documents. The class is assigned to the targets, and target information is not included in the report.* See attached example Client List Spreadsheet
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