Home  I  Free Trial  I  Buy Now  I  Contact

• Act! • Maximizer • Simply Accounting • Quickbooks • Profile T1,T2 • CANTAX T1,T2Plus • Microsoft Excel • Dr Tax T1,T2 (DT Max) • Microsoft Outlook • Visual Tax • Tax Prep T1, T2 Before importing clients into Client Track, you must export your clients first. Choose type of software from the left sidebar menu and follow the step-by-step tutorial on how to export your clients and be ready to import into Client Track. ............................................................................................................................................................................................ CANTAX T1 I CANTAX T2Plus ............................................................................................................................................................................................ Exporting your Clients from CANTAX T1 into text file. Step 1 Right-click and save our Cantax T1 Export Template to your desktop. Step 2 Fig.1. CANTAX T1 File Open the file that you want to export in CANTAX T1 (Fig.1). Step 3 Fig.2. Tools Menu From menu, go to Tools > Export (Fig.2). Step 4 Fig.3. Export Template (T1) 1. Under Export Template, click Browse and select the T1 template file (.tpl) you     downloaded from Step 1 above (Fig.3). 2. Under Export Filename, click Browse and save export file to desktop (Fig.3). 3. Under Output, click Select Files. Step 5 Fig.4. Export Filename Click Select All to export all T1 files and then click Export (Fig.4). Note : If you want to select certain T1 files to export, you can do this by holding Ctrl key on keyboard while clicking on the files from list and then click Export (Fig.4). Step 6 Fig.5. Import Data 1. Open up Client Track 5.0 on your computer. 2. Go to File > Import Data > Import Personal Clients > Import from CANTAX T1 (Fig.5). Step 7 Fig.6. Import Data Wizard Click Next in the Import Data Wizard (Fig.6). Fig.7. Import Data Wizard Warning A warning popup will appear asking you to create an export template file to save, just ignore that since you have already downloaded the template file in Step 1 above. Just click Yes to continue on with the Import Data Wizard (Fig.7). Fig.8. CANTAX T1 Export File 1. Keep clicking Next until you get to Step 7 of the Import Data Wizard (Fig.8). 2. Click Open CANTAX Export File and browse to the CANTAX T1 text file you exported     from Step 5 above. 3. Click Next. Exporting your Clients from CANTAX T2Plus into text file. Step 1 Right-click and save our Cantax T2Plus Export Template to your desktop. Step 2 Fig.1. CANTAX T2Plus File Open the file that you want to export in CANTAX T2Plus (Fig.1). Step 3 Fig.2. Tools Menu From menu, go to Tools > Export (Fig.2). Step 4 Fig.3. Export Template (T2Plus) 1. Under Export Template, click Browse and select the T2Plus template file (.tpl) you     downloaded from Step 1 above (Fig.3). 2. Under Export Filename, click Browse and save export file to desktop (Fig.3). 3. Under Output, click Select Files. Step 5 Fig.4. Export Filename Click Select All to export all T2Plus files and then click Export (Fig.4). Note : If you want to select certain T2Plus files to export, you can do this by holding Ctrl key on keyboard while clicking on the files from list and then click Export (Fig.4). Step 6 Fig.5. Import Data 1. Open up Client Track 5.0 on your computer. 2. Go to File > Import Data > Import Business Clients > Import from CANTAX T2 (Fig.5). Step 7 Fig.6. Import Data Wizard Click Next in the Import Data Wizard (Fig.6). Fig.7. Import Data Wizard Warning A warning popup will appear asking you to create an export template file to save, just ignore that since you have already downloaded the template file in Step 1 above. Just click Yes to continue on with the Import Data Wizard (Fig.7). Fig.8. CANTAX T2Plus Export File 1. Keep clicking Next until you get to Step 7 of the Import Data Wizard (Fig.8). 2. Click Open CANTAX Export File and browse to the CANTAX T2Plus text file you exported     from Step 5 above. 3. Click Next.

Home  I  Products  I  Downloads  I  Purchase  I  Support  I  About Us  I  Contact  I  Site Map  I  Privacy Policy Copyright  © 1999 - Present, Trilobyte Solutions Inc. All Rights Reserved. Website created by Jason Medeiros.