Importing Clients' Information |
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Before importing your clients into Client Track, you must export your clients' information
first from one of the software packages listed on the left side of the menu. |
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Follow the instructions below on how to export your clients' information into a text/CSV file. |
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For information on QuickBooks, go to |
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Exporting Clients From QuickBooks |
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STEP 1 |
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 |
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From the main menu in QuickBooks, go to File > Utilities > Export > . |
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STEP 2 |
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 |
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Select what names you want to export and then click . |
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STEP 3 |
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 |
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Name export file, select 'Text files (.TXT)' and click . |
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STEP 4 |
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Click to after export file has been created. |
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STEP 5 |
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After export has been finished, click the link below to import file into Client Track. |
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> To import text/CSV file into Client Track, click here. |
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