exporting a file

[Grov]

How do I export a tax file from 2018 Pro Series Basic on one computer (using Windows 7) to 2019 Pro Series Basic on another computer (using Windows 10)?  I tried to transfer the clients to a flash drive and then onto the new computer, but it did not work.

[Just-Lisa-Now-]

Highlight the client in Homebase (not the EFCenter), then click  FIle > Client File Maintenance >Backup and choose your flashdrive

Then on the new computer, same drill but choose Restore

[Grov]

Thank so much for the information.  I was able to backup the files to my flashdrive. When I tried restoring the files on the new computer, I could not see them in the directory of the restore dialogue box.  Why can't I see the files?  The tabs to select them are greyed out too.  The directory only shows the folder they are in and won't let me open the folder.

[Just-Lisa-Now-]

"I could not see them in the directory of the restore dialogue box." "The tabs to select them are greyed out too. "

Be sure you in a regular HomeBase view, not the EFCenter.

Youve got the flashdrive chosen in this box?

[Grov]

Just-Lisa-Now,

Yes, I am in Homebase view and I have the flashdrive selcted in the drop down box to set the directory.  Do I need ot run Homebase Maintance?