FAQ

Yes. The import wizard brings in customers, your price list, opening balances, and boats or RVs from a spreadsheet or another system's export. It checks everything before writing anything, and it can be undone.

Cancel from the License Manager at any time. Here's the flow, what happens to your data, what to do before you cancel — and how to come back later without losing any of it.

Yes. When you send an invoice email, it includes a public payment link the customer can use without logging in or creating a portal account.

Quick answer: 'Account' is a billable entity (a household or organization); a 'Contact' is an individual person. The longer explanation is in the dedicated article.

Update your business address in Company Settings. It propagates to invoices, statements, customer-facing emails, and (if connected) QuickBooks.