I read that you can import Partner information from Excel to Proseries using a CSV file. Does anyone know where to go in Proseries to locate the import option? - Intuit Accountants Community

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I read that you can import Partner information from Excel to Proseries using a CSV file. Does anyone know where to go in Proseries to locate the import option?

LVCPA1

Level 2

‎01-05-2025 02:22 PM

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