Client data import overview

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The Import Client Data Wizard enables you to import client data from other applications, including those in the CS Professional Suite.

See also: Write-up process workflow

Choose File > Import > Client Data to open the Import Client Data Wizard.

Related topics

Importing journal entries from Fixed Assets CS

Importing journal entries from Practice CS

Importing client data from QuickBooks

Importing client data from QuickBooks workflow

Spreadsheet import overview

Account balance workflow and adjustments via the Trial Balance screen

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