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  1. Practice Manager | Client List - Export with all data

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Michelle Young commented  · 

    I agree to be able to export all client information including the notes and historical income tax returns that have been prepared. We business are sold or merged, when trying to consolidate all information it is so frustrating to have re set up all depreciation schedules that we have had in the past as nothing is coming across a lot of double handling.

    Michelle Young supported this idea  ·