dtouchy
Level 1
‎10-12-2020 08:47 AM

want to transfer tax file to another user...how

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George4Tacks
Level 15
‎10-12-2020 09:17 AM
That might depend on the software you are using? Which is your favorite?

Answers are easy. Questions are hard!
dtouchy
Level 1
‎10-12-2020 09:30 AM

Pro Series, pay per return....outlook, PC, Microsoft, not apple computer 

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George4Tacks
Level 15
‎10-12-2020 09:54 AM
I believe the method is to make a backup onto a portable device and give that backup to the other user.
https://proconnect.intuit.com/community/back-up-data/help/how-to-copy-or-backup-client-files-using-p...

Answers are easy. Questions are hard!
dtouchy
Level 1
‎10-12-2020 02:18 PM

thank you!

0 Cheers
Kathi_at_Intuit
Employee
Employee
‎10-16-2020 12:36 PM

Thank you for stopping by the community to post a question. This community is for Intuit Practice Management users. This question would be better asked here:

ProSeries Community

https://proconnect.intuit.com/community/proseries-tax/discussion/03/303

Thank you very much to @George4Tacks for providing an answer! You rock 😁.

0 Cheers
IRonMaN
Level 15
‎10-16-2020 01:09 PM

George does rock.  He is a rock star.  He plays lead Xylophone for the Backroom Boys.


Slava Ukraini!
abctax55
Level 15
‎10-16-2020 01:29 PM

OMG.... LEAD Xylophone ??   Meaning there's more than one 😜

HumanKind... Be Both
George4Tacks
Level 15
‎10-16-2020 07:53 PM

I play a lead (Pb) xylophone coated in Zinc (Zn) to protect the band. 


Answers are easy. Questions are hard!