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C
Carol-L
Level 3
March 26, 2022
Question

can I transfer a former client from 2015 directly to Pro Series Basic 2021

  • March 26, 2022
  • 2 replies
  • 7 views

Is there a way to transfer a former client file from several years ago into 2021 without transferring year by year?

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2 replies

dkh
dkh
Level 15
March 26, 2022

Do not believe that's possible.  It would just be easier to setup new file for 2021

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    March 26, 2022

    No.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      C
      Carol-LAuthor
      Level 3
      March 27, 2022

      Thank you Lisa.

      I know I could leapfrog it up year by year, or just enter in the info again.

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