- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
For example, How can I transfer 100 clients current 2024 data that already have input to new computer 2024 tax pro basic program at one time?
Can I know the steps how to do about this?
I backup 24 data of 100 clients in USB.... and then? how to update all of clients data at one time?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
backup files on old cmputer.. restore files on new computer.. then update acknowledgments on new computer
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
can I know steps how to do about this?
I backuped 24 data of 100 clients in USB.... and then? how to update all of clients data at one time?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
On new computer, File > Client File Maintenance > Restore > Navigatge to Flash Drive
Then when once restored, switch to EF Center > All > E-file - Electronic Filing > Update Acknowledgemnt Status
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You've still got the old computer?
Just open Homebase, Highlight all your clients that you want to move (Ctrl + Shift lets you tag blocks of clients, Ctrl + Alt lets you tag them one at a time) files, hit File > Client File maintenance and choose Backup and choose the USB drive.
Then go to the new computer and open PS, hit File > Client File maintenance and choose Restore and that USB drive
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪