Updating a Remote Entry firm database

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If you have already created a Remote Entry firm database, you do not need to repeat the database creation process unless you want to change the selection of clients in the database. Instead, you can merely update your existing database.

Before updating your Remote Entry firm database, verify that all time and expense entries have been transmitted. The update process overwrites the previous database, and all entries are deleted.

To update a Remote Entry firm database, click the Update Firm button button on the toolbar and dismiss the subsequent warnings.


Related topic: Remote Entry overview

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