![]() ![]() If you choose Map to property, select the custom field from the list that matches. Review all column header names on the left, then choose either D o not import or Map to property in the drop-down. Map account fields: You can add any data from your spreadsheet as custom fields for your accounts. If the column header name is Account Name on your spreadsheet, it is automatically mapped to the TaxDome Account Name property because they have the same name.Ģ. Map Account Name: Select the column header name from your spreadsheet that corresponds to the TaxDome Account Name property. If you do want to create accounts, here’s how:ġ. Tip: Jump to the step 4 if you want to only import contacts and not create accounts. Enter only one contact per spreadsheet row, even when several contacts are linked to the same account.When you prepare a spreadsheet to do an import, follow these basic rules to ensure a smooth data transfer: Еach client account on TaxDome has one or more linked contacts.įor more details on how to set up different types of accounts, go here. Contacts are the actual people you interact with.Accounts are the entities you work for and that you bill, whether a company, business, organization (a nonpersonal account) or an individual (a personal account).When importing your data from ShareFile to TaxDome, remember that there’s a difference between Accounts and Contacts: For more detailed instructions, see our article on importing. To import this data to TaxDome, you’ll need to open it in Excel, then save it as a CSV file. Select the Include column headings checkbox if you want column headings in your report, then click Save. The clients you have chosen will be moved to the Clients to print pane on the right.Ĭlick the Export button, specify the file name, XLS file type, and location for the exported version of the selected report. In the Clients available to print pane on the left, highlight the clients you want to include in the report, and then click the Select button. In the Select Clients for Report dialog box, use the fields in the Focus group box to include or exclude clients from the list of available clients. Go to Utilities, then to Client Listing Reports, select the report you want to export, e.g., General Client Information, Client Contact, Client Family, etc., then click Continue.Ģ. To export your client data from UltraTax CS:ġ. Import the Data from the CSV File to TaxDome That you can download to your laptop, tablet, or smartphone, and it gives you the ability to make and receiveĬalls using that device.Ready to get your clients off of UltraTax CS Software and onto TaxDome? Here, we show you how in three steps. Mentioned is a soft phone, or a software-based phone. Like a traditional desk phone, but Ill highlight theĭifferences in a moment. Phones, similar to this one, and connect to the internet Of phones that will work on a cloud-based phone system, One that uses the internet to make phone calls instead Understanding of VoIP, which is short for voice Hey, this is Tony with Nextiva, and today were gonna lookĪt what a VoIP phone is and how it works. Save your time on editing with our one platform that will help you be more productive with any file format with which you need to work. See improvements within your papers processing immediately after you open your DocHub account. Once you have done editing, save your file: download it back on your device, preserve it in your account, or send it to the dedicated recipients right from the editor interface. ![]()
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