exporting a file

Forum|Forum|6 years ago
March 26, 2020
4 replies
21 views

How do I export a tax file from 2018 Pro Series Basic on one computer (using Windows 7) to 2019 Pro Series Basic on another computer (using Windows 10)? I tried to transfer the clients to a flash drive and then onto the new computer, but it did not work.

ProSeries Basic

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

Highlight the client in Homebase (not the EFCenter), then click FIle > Client File Maintenance >Backup and choose your flashdrive

Then on the new computer, same drill but choose Restore

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

G

GrovAuthor

Level 2

Thank so much for the information. I was able to backup the files to my flashdrive. When I tried restoring the files on the new computer, I could not see them in the directory of the restore dialogue box. Why can't I see the files? The tabs to select them are greyed out too. The directory only shows the folder they are in and won't let me open the folder.

Just-Lisa-Now-

Intuit Community Champion

"I could not see them in the directory of the restore dialogue box." "The tabs to select them are greyed out too. "

Be sure you in a regular HomeBase view, not the EFCenter.

Youve got the flashdrive chosen in this box?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Sign up

Login with SSO

Let's get you signed in

Login with SSO