FAQs - Onboarding
- FYI Migrate FAQs
- FYI Migrate Errors
- Can we import our existing documents to FYI?
- Can I import historical emails from Outlook into FYI?
- Why can I not find migrated documents?
- How do I resolve clients that don't match to FYI on import?
- Can I setup FYI with only Xero Tax, or do I need Xero Practice Manager?
- How do I move from an email such as Gmail to Outlook?
- Does FYI have MS Office Add-ins for Mac OSX?
- With a four digit client code, is there an issue if a client code happens to be a number that is used when matching the year of documents?