Tanda does not currently import staff data from Quickbooks automatically, but you can import the relevant data by following the steps below.
To export data from Quickbooks:
- Choose the File menu, then the Utilities option.
- Choose the Export option, then the Lists to IIF files option.
- Choose to export an Employee List , then click OK. You will be able to choose a location to save this file on your computer.
Importing into Tanda
In Tanda, go to Staff and My Team and on the right click on Import from… and select** Reckon (QuickBooks/Quicken)**:
Follow the prompts to upload the report you exported from Reckon:
You’ll then be redirected back to Tanda, where you’ll see a progress indicator and once your staff have been imported you’ll see the list of them.
If you see any staff imported that shouldn’t, you can delete them, have a read of this article on how to delete staff from Tanda.