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how do you copy client data when doing multiple years
I am doing 2017-2022. There has to be a way to copy name/address/etc from year to year. I don't have to enter it 7 times right??
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you need to carry forward the 2017 to a 2018 then 2019 to 2020 etc. , 1 year at a time starting for oldest year
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ok...ill try and let you know
thanks