Answered: Can I use a client file that originates from another firm? The CPA is retiring and I have picked up a couple of his clients with lots of ProSeries history.

BillSittig · ‎12-07-2019

IntuitKatieB · ‎12-07-2019

You can open the previous preparer's files in your program. You would simply need to add them to the directory and perform database maintenance, or use Client File Maintenance > Restore to have the program add the files to the directory automatically. Do be sure that none of the returns are password protected.

View solution in original post

IntuitKatieB · ‎12-07-2019

You can open the previous preparer's files in your program. You would simply need to add them to the directory and perform database maintenance, or use Client File Maintenance > Restore to have the program add the files to the directory automatically. Do be sure that none of the returns are password protected.

Can I use a client file that originates from another firm? The CPA is retiring and I have picked up a couple of his clients with lots of ProSeries history.

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.