Onboard new clients faster using ready-to-use templates with standardized chartered accountant settings.
>Quickly set up sandbox environments b to c database to train new employees or test new applications and integrations, without affecting a client’s live file.
Delivering an isolated copy to an audit team.
>Create a clean set of statements, which get bulky and unorganized over time.
>There’s no need for tedious data entry, letting accountants, bookkeepers, and firms put their time to better use in service of their clients.
Bookkeepers and Accountants can use Copy to:
Best of all, this feature is available in a beta form today.
Watch the video below or keep reading to learn how to set up and use Rewind Copy for QuickBooks Online.
Step Setting Up Rewind Copy
>>Your first step is to head over the child who did not walk to app.rewind.io and log in to your Rewind account. don’t worry. You can set up an account quickly and start a seven-day.
Once you’re logged in, your next step be numbers will be to connect the QuickBooks Online File you want to copy from to your Rewind account. This will be your source file.