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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
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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.
Fields & buttons
Types of information to transfer
Related topics
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