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 Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

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

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

Related topics

Importing journal entries from Fixed Assets CS

Spreadsheet import overview

Account balance workflow and adjustments via the Trial Balance screen

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