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can you move a client's data from another computer without disturbing e-file and pay per return records?

geri39
Level 2

I prepared a return for a client on my desktop but all of my pay-per-return and e-file records are on my laptop.  Can I move the client's data from the desktop to the laptop without disturbing the e-file and pay-per-return records?

 

 

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Accepted Solutions
Just-Lisa-Now-
Level 15
Level 15
Use the BackUp and Restore option within ProSeries, all Ef and PPR info will go along with it.

Hilight the file in a regular HB view (not the EFCenter) FILE > Client File maint> BackUp

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15
Use the BackUp and Restore option within ProSeries, all Ef and PPR info will go along with it.

Hilight the file in a regular HB view (not the EFCenter) FILE > Client File maint> BackUp

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Level 15
Level 15

@kenneth677walker your spam has been reported, prepare to be booted out of this forum.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪