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- A client uploaded all of their tax documents in one file. What's the best way to split them up so that they will auto populate the forms?
A client uploaded all of their tax documents in one file. What's the best way to split them up so that they will auto populate the forms?
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KerriD
Level 1
02-10-2023
12:32 PM
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George4Tacks
Level 15
02-10-2023
06:17 PM
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I am old and I don't trust importing. I feel that I would spend at least as much time reviewing and trying to fix import as I would using the keyboard to enter the infor. I don't use the feature, but this article seems to hint that it is smart enough to differentiate. https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/using-intuit-link-...
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