Importing client data from other CS Professional Suite applications

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You can import client data from other CS Professional Suite applications. Importing client data does not affect existing ToolBox CS clients.

Import client data from another CS Professional Suite application by following the steps below:

Importing from Creative Solutions Accounting (CSA)

  1. In CSA, verify the location of the ToolBox CS data file by choosing Help > Repair > Miscellaneous tab, and clicking the ToolBox CS button. If the path is not correct, use the Browse button to browse to the correct path.
  2. In ToolBox CS, choose File > Import Clients.
  3. In the Import Clients dialog, verify that the path to the ToolBox CS data location is correct, and click the Import button. (If it is not correct, click the Browse button, navigate to the correct location, and click OK.)
  4. To see the results of the import, click the Clients button and select All Clients in the navigation pane.

Importing from UltraTax CS

  1. In UltraTax CS, create the client data file by choosing Help > Repair > Misc tab, clicking the ToolBox CS option, clicking the Populate button, and clicking Done.
  2. In ToolBox CS, choose File > Import Clients.
  3. In the Import Clients dialog, verify that the path to the ToolBox CS data location is correct, and click the Import button. (If it is not correct, click the Browse button, navigate to the correct location, and click OK.)
  4. To see the results of the import, click the Clients button and select All Clients in the navigation pane.

Importing from Practice CS

  1. In Practice CS, create the client data file by choosing File > Export > Clients and marking the ToolBox CS checkbox.
  2. Verify that the path to the ToolBox CS data location is correct, select the clients whose data you want to import, and click the Export Selected button.

    Note: To select all clients, right-click and choose Select All. Also, you can filter the list of clients by selecting an item in the Filter by field.

  3. In ToolBox CS, choose File > Import Clients.
  4. In the Import Clients dialog, verify that the path to the ToolBox CS data location is correct, and click the Import button. (If it is not correct, click the Browse button, navigate to the correct location, and click OK.)
  5. To see the results of the import, click the Clients button and select All Clients in the navigation pane.

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