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Import client data

gp1971
Level 1
 
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3 Comments 3
George4Tacks
Level 15

Three options:

1 - convert from another program https://proconnect.intuit.com/support/en-us/help-article/convert-files/convert-tax-return-data-proco...

2 - Import client data from ... https://proconnect.intuit.com/support/en-us/help-search?filter=ProConnect%20Tax%20Online&q=Import%20...

3 - Import Clients from qb https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/prepare-export-cli...

In the future, use all the space provided you to give as much detail as you  can about your question.


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User FIDO 61
Level 8

tenor

 

@George4Tacks 👏 

♫ So if you ask me and I don't tell you
Bet your sweet bottom dollar I lied ♪
George4Tacks
Level 15

@User FIDO 61 Are you sure?


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