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Level 2
March 11, 2021
Question

When I transfer a corp client the previous years entries on some lines are deleted what can i do to transfer all enteries

  • March 11, 2021
  • 1 reply
  • 11 views

When I transfer a corp client the previous years entries on some lines are deleted what can i do to transfer all enteries

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1 reply

Level 3
March 11, 2021

The program will only transfer certain selected information from year to year. There is not currently an ability to transfer all entries. Is there a certain specific item you think should be transferring that is not?