Is it possible to push client data into the next years software?

Forum|Forum|4 years ago
July 25, 2022
5 replies
30 views

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ProSeries Professional

This topic has been closed for replies.

dkh

Level 15

When 2022 software is released - yes.

Just-Lisa-Now-

Intuit Community Champion

Each year the client data will be carried from one year to the next year.

If you mean use this years software for entering next years info, NO, you cant transfer it like that.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

PATAX

Level 12

After you acquire and install the 2022 software then it will ask you if you want to transfer over the prior year clients by module. I like to wait a little bit before transferring just in case there are bugs in the system.

IRonMaN

Level 15

I would have to say "no". Since the transfer takes place starting from the new year's software, I would say it is more of a "pull" than a "push". But the good news is, you don't need to go out and buy yourself a tow strap to get it done😉

Slava Ukraini!

K

KHAINA76

Level 2

If you have acquired the 2022 software and installed it, you will be asked if you would like to migrate over the prior year's clients by module. Just in case the system has bugs, I like to wait a little bit before transferring.

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