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aram
Level 2
November 16, 2020
Question

Prior year total billing amounts

  • November 16, 2020
  • 4 replies
  • 30 views

For the entities only the prior year's total billing amounts are not transferred to 2020- Each time I need to go back to the prior's years file in order to find out the total charges. How do I fix this annoying problem?

 

Thanks

 

   

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4 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
November 17, 2020

IT'S TOO EARLY TO TRANSFER CLIENTS

Every year there are glitches and bugs in files that got transferred in too early.  PLEASE do yourself a favor and wait until January to transfer the bulk of your clients over. 

Choose a few sample/dummy files to transfer and fiddle around with or client files that you won't mind having to delete and retransfer if necessary.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    taxes96786
    Level 8
    November 17, 2020

     I don't transfer client file until I get their documents. That way I don't have files for clients who did not return in my current year Homebase.

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