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lancermc
Level 3
11-21-2024
03:22 PM
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Dumb dumb here forgot how to migrate clients from Link 2023 to 2024. It must be easy I just cannot find how.
1 Comment 1
George4Tacks
Level 15
11-21-2024
04:29 PM
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1. DON'T DO IT YET. The software is not yet ready for prime time. I often wait until next year when I am ready to meet with the client.
2. Start in the 2023 program. https://accountants.intuit.com/support/en-us/help-article/manage-client/using-proforma-wizard-transf...
EDIT - I missed LINK, so my answer is not applicable
Answers are easy. Questions are hard!
