We recently received several requests from firms for information on how to import fees and costs into Tabs3 or PracticeMaster via an Excel spreadsheet. As a result, we’ve posted a new Knowledge Base article that provides detailed information on how to do this. Knowledge Base article R11724, Importing Fees and Costs Into PracticeMaster from Microsoft Excel, includes a great overview, a simple Excel spreadsheet format, and step-by-step instructions for using the PracticeMaster Import Data Wizard to import an Excel spreadsheet.
Although many of you are already familiar with the Import Data program, this article focuses solely on importing fees and costs into PracticeMaster, which are then automatically synchronized to Tabs3. Take a look at this article for yet another method of importing fees and costs into Tabs3 and PracticeMaster.