TaxGuyBill
Level 15
"Firstly, the client prefers to have all transactions entered"

It will be a cold day in hell before I let a client tell me how to prepare his tax return.  Your client is an idiot, and you may consider dropping that client.  And the fact that you asked the same question 3 years ago makes me think you are letting that client walk all over you.
https://accountants-community.intuit.com/questions/1343484-how-do-i-convert-a-client-from-turbo-tax-...
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