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Can I upload data into a form, or do I have to enter it manually?

With our service you can do both. We have several upload/import options such as the following:

  • Excel Template -  click here to follow detailed instructions on how to use the Excel Template.  
  • IRS Text File
  • QuickBooks Deskptop Pro Plug-in
  • QuickBooks Online Plus API
  • Xero Accounting API
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