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Support IMPORTING CLIENTS Text/CSV File Microsoft Excel Act! Maximizer QuickBooks Microsoft Outlook ProSystem fx Tax Lacerte Transfer Business Clients to Personal Tax Section GETTING STARTED FAQs Importing Clients' Information Before importing your clients into Clear Biz, you must export your clients' information first from one of the software packages listed on the left side of the menu. Follow the instructions below on how to export your clients' information into a text/CSV file. Exporting Clients From CCH ProSystem fx Tax STEP 1 From the main menu in ProSystem, go to HomeBase > Export Contacts. Click Yes to continue the export in the popup warning window. STEP 2 After export has been completed, click Ok. STEP 3 After export has been finished, click the link below to import file into Clear Biz. > To import text/CSV file into Clear Biz, click here.

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