Transfer Client Information [Utilities menu]

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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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