Client data import overview

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The Import Client Data Wizard enables you to import client data from the following applications.

Choose File > Import > Client Data, and follow the steps in the Import Client Data Wizard.

Other imports

Importing journal entries from Fixed Assets CS

Importing journal entries from Practice CS

Importing client data from QuickBooks

Importing client data from QuickBooks workflow

Importing client data from QuickBooks Online

Importing client data from OnBalance Express

Related topics

Spreadsheet import overview

Account balance workflow and adjustments via the Trial Balance screen

Write-up process workflow

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