Manually Importing Client Data From The Previous Year

Christopher H Updated by Christopher H

When run for the first time, the software will automatically import client data from the previous year.

To manually import client data from the previous year, at any time, follow the steps below:

  1. From the main menu select Utilities > Import > From [Software and Year] > Import Clients...
  2. The location of the previous year's database will be automatically be located and displayed. Click the Next button.
    If the location of the prior years database is not found automatically, use the Folder Browser to specify the location of the previous year's database. Then click the Next button.
  3. A list of clients from the previous year is displayed. Select the clients to import.
    To import preparers and or custom labels from the previous year be sure to check the appropriate boxes.
  4. Click the Import button and follow on-screen prompts.
  5. When the import is completed, clients from the previous year will be displayed in the Client List.

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