Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

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

Client to transfer from

Types of information to transfer

Transfer button

Related topics

Transferring client information

Transferring current-period transactions

Was this article helpful?

Yes No

Submit