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Chuck White
Level 1
November 19, 2020
Question

Organizer for converted client

How do i get an organizer for clients I converted from another software? Conversion was success - went to Form 1040: Individuals but not to organizer home base.

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1 reply

HudsonCPA
Level 2
November 19, 2020

I assume you have your 2019 returns in ProSeries 2019.

In HomeBase, under File, pick Transfer, Transfer Clients, under Number 1 pick 2019 Form 1040 to 2020 Organizer, pick the clients you want to get organizers, click Transfer.

Now in HomeBase, open Organizer in 2020.   The clients' organizers should be there.

 

I hope this helps.

 

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