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• 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. ............................................................................................................................................................................................ Simply Accounting (Method A) I Simply Accounting (Method B) ............................................................................................................................................................................................ Exporting your Clients from Simply Accounting into text/csv file (Method A). Step 1 Fig.1. File Menu From menu, go to File > Import/Export > Export Records (Fig.1). Step 2 Fig.2. Export Records 1. Select Export records to a Simply Accounting import file format (Fig.2). 2. Click Next. Step 3 Fig.3. Type of Records 1. Select Customers as type of record to export (Fig.3). 2. Create export export file name and click Browse to save to. 3. Click Next. Step 4 Fig.4. Export Customers Select which customers you want to export and click Next (Fig.4). Step 5 Fig.5. Export Confirmation Click Finish to complete exporting file (Fig.5). Step 6 To import your Simply export file into Client Track, follow the instructions here. Exporting your Clients from Simply Accounting into text/csv file (Method B). Step 1 Fig.6. File Menu From menu, go to Reports > Lists > Customers (Fig.6). Step 2 Fig.7. Modify Report Go through the Customer List options on sidebar and click Ok (Fig.7). Step 3 Fig.8. File Export From menu, go to File > Export (Fig.6). Step 4 Fig.9. Export Save 1) Name export file and select Comma seperated (.csv) as save export type from     drop-down list (Fig.9). 2) Click Save. Step 5 To import your Simply export file into Client Track, follow the instructions here.

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