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    Client Data Window

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Quick Summary: Allows you edit client data such as name, address, etc.

How to Get There: Edit/Edit Client Information/Add or Edit


Type in the appropriate information and click OK.

A/R Category refers to Accounts Receivable Category.  This field is used when exporting Quicken or Quickbooks data.  See Sharing Data Via Quicken .QIF Files or Sharing Data via Quickbooks IIF Files.