Transfer Client Information [Utilities menu]

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

The Transfer Client Information dialog allows you to transfer information from a selected client to the currently open client. Note that you must currently have a client open in order to transfer client information.

Choose Transfer Client Information from the Utilities menu. In the Transfer Client Information dialog, choose the client you wish to transfer from by selecting it from the drop-down list and then mark the checkbox for each type of information that you wish to transfer to the currently open client.

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Related topics

Transferring client information

Transferring current-period transactions

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