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Level 2
Feb 14, 2024 1:31 AM UTC
Solved

How can I transfer a completed or in process client file from Pro Series professional to Basic

I mistakenly did some tax returns in Professional when I should have done them in my Basic which I purchased. How can i transfer these files from Professional to Basic, If I just move the files to Baswin 23 data - they show up as being there in  that folder - but they don't show in homebase, and I cannot figure out how to open them in Basic

    This topic has been closed for replies.
    Just-Lisa-Now-
    Intuit Community Champion
    Feb 14, 2024 2:03 AM UTC

    Homebase Maintenance should do the trick!

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

    3 replies

    Skylane
    Intuit Community Champion
    Feb 14, 2024 1:45 AM UTC

    I don't use basic but check homebase/homebase maintanance...   

    know if you can open the Pro files in Basic (think it may work the other way round)....

    If at first you don’t succeed…..find a workaround
    Just-Lisa-Now-
    Intuit Community Champion
    Feb 14, 2024 2:03 AM UTC

    Homebase Maintenance should do the trick!

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    JacktaxAuthor
    Level 2
    Feb 14, 2024 2:38 AM UTC

    Thanks !

    Homebase Maintenance worked. Quick and easy maintenance call 🙂