Transfer my clients previous year file, I go to
File, New Client
then Fil, Transfer
then when selection comes up it automatically comes up 22data instead 21data as I want to transfer from 21data file to 22data file.
Best Answer Click here
click on the box that is saying 22 and select 21
you dont go to "New Client" if youre transferring from the prior year.
From Homebase, just hit the Transfer button and pull the client from 2021 to 2022...therye NOT a new client.
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