Rob H
Level 1
01-24-2023
09:30 AM
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I'm new to ProConnect. How do I import from an excel spreadsheet? I thought I could simply bring my own firms data over from QBOA into ProConnect but that doesn't seem to be an option (only clients data comes over). I can export a tax-mapped excel spreadsheet from QBOA but can't see how to import into ProConnect. I see an article that tells me to go to the "Input Return" tab but I don't see this?! Can anyone please help?!
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