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The client letters from last year did not roll over. What can I do to get them?

nlaporte
Level 1
 
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George4Tacks
Level 15

Settings > Transfer prior year settings, then select what you want from the list. 

https://proconnect.intuit.com/community/help-articles/help/transfer-options-settings-client-letters-...


Answers are easy. Questions are hard!

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2 Comments 2
George4Tacks
Level 15

Settings > Transfer prior year settings, then select what you want from the list. 

https://proconnect.intuit.com/community/help-articles/help/transfer-options-settings-client-letters-...


Answers are easy. Questions are hard!
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impactcfa
Level 1

What if my Lacerte applications have been moved to a new server.  What folder do I need to copy or what manual process do I need to perform to transfer all my custom client letters from old instance to new instance?

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