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 |
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Copy Business Clients Into Client Track |
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Step 1 |
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 |
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 |
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In menu, go to
File > Import Clients' Information
> Transfer... |
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Step 2 |
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 |
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1) Select Copy contacts entered in the Business Clients section....
2) Click Next. |
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Step 3 |
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 |
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1) Check off which clients to copy to personal tax.
2) Select year to import personal tax clients from drop-down list.
3) Click Copy Selected Contacts to Personal Clients Section. |
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 |
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4) Click Ok after confirmation.
5) Click Finish. |
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Step 4 |
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 |
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1) Click Personal Clients on left sidebar.
2) Verify that the client has been moved in the client name bar as shown above. |
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 |
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Move Business Clients Into Client Track |
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Step 1 |
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 |
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 |
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In menu, go to
File > Import Clients' Information
> Transfer... |
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Step 2 |
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 |
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1) Select Move Personal Tax Clients from the Business Clients section....
2) Click Next. |
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Step 3 |
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 |
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1) Check off which clients to copy to personal tax.
2) Select year to import personal tax clients from drop-down list.
3) Click Move Selected Contacts to Personal Clients Section. |
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 |
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4) Click Yes in pop-up warning window. |
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 |
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5) Click Yes to confirm moving business client to personal tax. |
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 |
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6) Click Ok after confirmation. |
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Step 4 |
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 |
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1) Click Personal Clients on left sidebar.
2) Verify that the client has been moved in the client name bar as shown above. |
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