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DavidBR
Level 2
December 10, 2020
Question

transfer customized home base views

  • December 10, 2020
  • 7 replies
  • 23 views

Is there a simple way to transfer customized home base views from ProSeries 2019 to 2020?

This topic has been closed for replies.

7 replies

dkh
dkh
Level 15
December 10, 2020

Look at @Orlando11 's answer at the bottom of this thread.  He's created a youtube video regarding customizing HomeBase views.   Where are the column headings in the Homebase view... - Intuit Accountants Community

O
Orlando11
Level 8
December 11, 2020

Just note, that video showcases stuff that will be in our Dec 16th release.

It will still require a bit of back and forth - you'll only be able to do one view at a time (Export TY19 View, then Import into TY20, repeat).  After you do it on one machine though, you can Export/Import from TY20->TY20 (so if you need to setup multiple machines it'll be easier).

Next year we're planning on transferring all your views automatically when you install Tax Year 2021. 

    Accountant-Man
    Accountant-Man
    Level 13
    December 11, 2020

    There is no way to transfer 2019 Home Base views to 2020.

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