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  1. The client must exist in the current software before bringing the OTF information forward. If the client does not exist in the current Drake Accounting program but exists in last year’s Drake Accounting or Client Write-Up software, go to Client > Update Prior Year to bring the client forward into this year’s program. 
  2. Once the client has been brought imports into Drake Accounting 2019, go to On the Fly > Update Prior Year to bring the on the fly information forward.

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