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dawn-fsataxaccou
Level 4
December 29, 2021
Question

How to import client in an excel spreadsheet from Pro Series

  • December 29, 2021
  • 1 reply
  • 14 views

How to import client in an excel spreadsheet from Pro Series

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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
December 29, 2021

What kind of info are you trying to import?

If you don't see the option under the Import menu heading while in a client file, then its not available.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    D
    dawn-fsataxaccouAuthor
    Level 4
    December 29, 2021

    What I am looking for is to see which client is outstanding and also to see if we have any amended taxes and delinquent taxes. So I was hoping I can import the entire database and differentiate what I am looking for.

    IRonMaN
    IRonMaN
    Level 15
    December 29, 2021

    You are going to be out of luck.  When you import, you only get what you already see, not the boatload of information that you are hoping for.

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