itonewbie
Level 15

To transfer your clients in batch to 2020, you can follow these steps:

  1. Click on Settings in the bottom of the left panel;
  2. In the popup, under TOOLS, click on Batch Actions (Transfer Prior Year Data);
  3. Check the boxes for the returns you'd like to transfer; and
  4. Press the Start transferring button in the bottom-right corner.
---------------------------------------------------------------------------------
Still an AllStar