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To specify data locations for certain types of files and for integration with other applications (including other CS Professional Suite applications), follow these steps.
- Choose Setup > File Locations.
- In the File Locations dialog, click the appropriate tab:
- CS Professional Suite tab. For data integration with other CS Professional Suite software.
- Import Data tab. For client data to be imported from general data files and spreadsheet files.
- Export Data tab. For client data files to be exported to non-CS Professional Suite tax applications (Lacerte, ProSystem fx, or ProSeries).
- Specify the appropriate data location for each field, or click the Browse button to navigate to the appropriate location.
- Click OK to save your settings and close the File Locations dialog.
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