GEM-CAR FAQ
Exporting Clients from DTMax/Taxprep
Select your customers (put in yellow).
In the menu, select Folder > Print > Customer list.
Tagged customers and Export to file - comma delimited.
Select the data to be exported.
Determine the location of the file and name it with the extension dot CSV. For example, it could be For GEM-CAR.csv.
You are ready to import your file into GEM-CAR.
Posted
6 months
ago
by
Olivier Brunel
#624
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Edited
4 months
ago