FAQ & videos

First, you must copy the original list from your Acomba or your QuickBooks Online:

1. Create a new list and name it “Acomba copy” or “QuickBooks Online copy”
2. Create an automation that will copy the contacts from your original list to your copy list
3. In your automation conditions, program the action to run if the first name is equal to empty or if the first name is different from empty
4. Once you have finished configuring your automation, run it

Secondly, you need to hide the list for some users:

* You must be an administrator of your CentrixOne account. *

1. Click on the “Settings” module
2. Click on the 1st user
3. Click on the “Access to lists” tab
4. Check the relevant list in the “Accessible to the user” section
5. Click on the “Remove” button
6. Click on the “Save” button
7. Repeat steps 2 to 6 for each user

(Note that securing a list of an accounting system is an advanced feature. If you need personalized training to help you with this feature, please email your request to sales@centrix.one.)