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KerriD
Level 2
February 10, 2023
Question

A client uploaded all of their tax documents in one file. What's the best way to split them up so that they will auto populate the forms?

  • February 10, 2023
  • 1 reply
  • 5 views
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1 reply

George4Tacks
George4Tacks
Level 15
February 11, 2023

I am old and I don't trust importing. I feel that I would spend at least as much time reviewing and trying to fix import as I would using the keyboard to enter the infor. I don't use the feature, but this article seems to hint that it is smart enough to differentiate. https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/using-intuit-link-import-documents-proconnect/L8Q1tiQV0_US_en_US?uid=ldz7h0k6

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