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Before importing clients into Client Track, you must export your clients' information
first from selected software on left side and follow the instructions below. |
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| Exporting Your Clients From Visual Tax into Client Track |
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Step 1 |
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1) On your computer, go to the Start menu and click Computer.
2) Click on the (C:)Drive, double-click Program Files and then Visual Tax folder.
3) Click Data folder and select which DBF file you want to export from T1 or T2 folder. |
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Note: Your computer may not show file extensions, thus, you need to right-click the file
to make sure it is indeed a DBF file (see above). |
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Step 2 |
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1) Open up Microsoft Excel on your computer and open the DBF file you want to export.
2) In Excel, go to Save As and select CSV from list as export type (see above).
3) Locate the new exported file and follow Step 3 below. |
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Step 3 |
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To import Visual Tax export file into Client Track, follow the instructions
here. |
