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Taxprohere
Level 7
December 7, 2019
Solved

Global billing options not importing to client files upon transfer to current program

  • December 7, 2019
  • 4 replies
  • 21 views

There was a similar post/answer from a year ago, but this is not the same issue.  I am not changing the global options after a transfer.  I have global options set at Per Form Charges and 3d (show only forms being charged).  Yet when I transfer a client from 07 to 08, this option is blank.  I am currently having to go to the billing page and recheck the caution box (to re-import the current options)...for every transfer.  New clients are not affected.

Ideas of what the problem is?

This topic has been closed for replies.
Best answer by TAXOH

I thought they fixed it with an update but if it still isn't working when you transfer a client over now then I guess they're still working on it.  

4 replies

TAXOH
TAXOHAnswer
Level 10
December 7, 2019

I thought they fixed it with an update but if it still isn't working when you transfer a client over now then I guess they're still working on it.  

Taxprohere
Level 7
December 7, 2019
Good News!!!!  The latest alert said it would be fixed with the next update!  Well, this update temporarily on hold til Intuit fixes a problem before that fix with an update.  But I have HIGH HOPES that it'll be fixed on the April deadline.  Yippeee!  Can't wait for this tax program to be in smooth operation come May.