Import Client Data Options dialog

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Use this dialog to select the type of data to exclude from the import based on the import source selection made on the Integration tab of the Clients screen.

In the Integration tab of the Setup > Clients screen, click the Ellipsis button button next to the Import source field.

Notes

  • This dialog is only available when you select QuickBooks Account Balances from the drop-down list in the Import Source field.
  • You can choose to exclude inactive accounts from the import.

Fields & buttons

Import Details

Mark the Account checkbox if you do not want to include them in the import.

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