Client data import overview

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

The Import Client Data Wizard enables you to import client data from other applications, including those in the CS Professional Suite.

See also: Write-up process workflow

Choose File > Import > Client Data to open the Import Client Data Wizard.

Related topics

Importing journal entries from Fixed Assets CS

Importing journal entries from Practice CS

Importing client data from QuickBooks

Importing client data from QuickBooks workflow

Spreadsheet import overview

Account balance workflow and adjustments via the Trial Balance screen

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