Skip to main content
Level 3
December 7, 2019
Solved

Transfer tax return data from PC to laptop

  • December 7, 2019
  • 2 replies
  • 28 views

transfer tax return data from PC to latop

This topic has been closed for replies.
Best answer by Accountant-Man

Copy and paste.

2 replies

Accountant-Man
Level 13
December 7, 2019

Copy and paste.

** I am "Elevating with Intention!"
Just-Lisa-Now-
Intuit Community Champion
December 7, 2019

Just the tax return file?     

In ProSeries on the PC, highlight the client file in Homebase (not the EF Center), Right click Copy and set the target drive to your flash drive.

In ProSeries on the laptop, File > Client File Maintenance > Restore and choose the flash drive and the file.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪