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Set up your client

Transfer client information

Use Transfer Client Information to copy the following information from one client record to another, saving time during client setup and helping to avoid potential data entry errors. You can transfer the following types of information:
  • Account groupings
  • Chart of accounts
  • Tax codes
  • Trial balance views
note
You can't transfer balance or earnings information from one client to another.
  1. To turn on Transfer Client Information:
  2. Select
    Setup
    ,
    Firm Information
    ,
    Security Groups
    , then the
    General
     tab.
  3. Mark the
    Transfer Client Information
     checkbox.
  4. To transfer information from one client record to another:
  5. Select
    File
    , then
    Transfer Client Information
    .
  6. Select the name of the client you want to copy information from in the
    Source client
     field.
  7. Select the name of the client you want to transfer information to in the
    Destination client
     field.
  8. Mark the checkbox for each type of data you want to transfer in the
    Information to Transfer
     grid.
  9. If the Details column for a data type includes a dropdown:
    • Select
      All
       to transfer all of the data of that type.
    • Use
      Selected
       to select specific data of that type to transfer. Select the ellipsis to open the <data type> selection window and select the specific data you want to transfer.
  10. Select
    Transfer
    .
    A diagnostic report displays after transferring the information.

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients

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