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• Act! • Maximizer • QuickBooks • Microsoft Excel • Microsoft Outlook • Text/CSV file • Transfer Business   Clients to Personal   Tax Section ............................................................................................................................................................................................ Copy Business Clients  I  Move Business Clients ............................................................................................................................................................................................ Copy Business Clients Into Client Track Step 1 In menu, go to File > Import Clients' Information > Transfer... Step 2 1) Select Copy contacts entered in the Business Clients section.... 2) Click Next. Step 3 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. 4) Click Ok after confirmation. 5) Click Finish. Step 4 1) Click Personal Clients on left sidebar. 2) Verify that the client has been moved in the client name bar as shown above. Move Business Clients Into Client Track Step 1 In menu, go to File > Import Clients' Information > Transfer... Step 2 1) Select Move Personal Tax Clients from the Business Clients section.... 2) Click Next. Step 3 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. 4) Click Yes in pop-up warning window. 5) Click Yes to confirm moving business client to personal tax. 6) Click Ok after confirmation. Step 4 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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