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16.1 Overview |
  
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16.1 Overview |
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16.1.1 Import your client records from your Accounting software (MYOB, QuickBooks, Simply Accounting) into Latitude.
16.1.2 While Latitude provides the facility to import client records please consider the following:
a) While you can immediately bring across your existing clients from your accounting software, any duplicate, mispelled or incorrect data will also be copied including inactive clients and contacts
b) It may be worthwhile to build-up the clients one at a time and cleaning the data as it goes