• History and Upgrade Suggestions

    Here are a few friendly suggestions that you might want to park in the back of your minds that could help out with some yearly maintenance and upgrading. These are not day-to-day type things but can help out over time. There is a table in the system…
  • File Format for 1099 beginning balance import

    Does anyone know what the file format needs to be for the 1099 Beginning balance import function? i tried Excel and it kicked out immediately, i tried CSV and it's not reading the comma delineation. I did some digging and it sounds like it's expecting…