Not all 2020 Schedules transferred to 2021?

Forum|Forum|4 years ago
January 5, 2022
2 replies
16 views

No text available

ProSeries Professional

This topic has been closed for replies.

Best answer by jeffmcpa2010

Highlight a file or group of files, right click brings up a menu with "delete" as one of the options

Just an idea - what I do is I transfer clients as their information arrives and I begin to work on them. Just one of the ways I know who is in and who I am waiting for.

J

jeffmcpa2010

Level 10

The 2021 version is still very early in development and distribution. I only transfer a few selected files this early, more for testing or my own for tax estimate, and seeing how things are working. It will be at least a few weeks for initial working product. Anything with any additional level of complexity will likely be several additional weeks.

A

Annie123Author

Level 2

Great since I already transferred my files how do I delete them? Wish they would have told us this before downloading the software.

J

jeffmcpa2010Answer

Level 10

Highlight a file or group of files, right click brings up a menu with "delete" as one of the options

Just an idea - what I do is I transfer clients as their information arrives and I begin to work on them. Just one of the ways I know who is in and who I am waiting for.

IRonMaN

Level 15

Too soon - don't transfer them until you really need them. Funky things happen to folks that transfer early and it is never good funk that happens.

Slava Ukraini!

Sign up

Login with SSO

Let's get you signed in

Login with SSO