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    How do I transfer clients or client data from ProSeries Professional Edition 2021 to ProSeries Basis Edition 2021?

    dan2022
    Level 1
    ‎02-19-2022 06:55 PM

     

     

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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎02-19-2022 07:28 PM

    https://proconnect.intuit.com/community/form-1040/help/transfer-client-file-from-current-year-proser...

    I think this is for Basic to Pro, but it should be just the same the other way around.

     


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

    View solution in original post

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    1 Comment 1
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎02-19-2022 07:28 PM

    https://proconnect.intuit.com/community/form-1040/help/transfer-client-file-from-current-year-proser...

    I think this is for Basic to Pro, but it should be just the same the other way around.

     


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers






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