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  • Re: Importing client data converted from another software
George4Tacks
George4Tacks
Level 15
‎01-05-2020 12:37 PM
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Install 2019 PS Software https://proconnect.intuit.com/community/help-articles/help/how-to-download-and-install-proseries-pro...

Proforma the 2018 data to 2019 https://proconnect.intuit.com/community/help-articles/help/proforma-client-files-from-the-prior-year...

Print Organizers for your clients https://proconnect.intuit.com/community/help-articles/help/accessing-the-organizer-or-e-organizer/00...

https://proconnect.intuit.com/community/help-articles/help/how-to-print-organizer-for-proseries-clie...


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