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    • Dillner's Accounting Tools > section > Admin

    Load Client Setup Data

    Load Client Setup Data is used to create a company file in PBM™ using setup information prepared by the accountant's office. 

    Select File>Admin>Load Client Setup Data.

    Locate the .csd file to import and click Save.

    When the import is complete, the new company will appear on the Company tab of the Workspace.

     

     

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