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    • Created with Sketch. See what's trending for the upcoming tax season. View ProSeries Hot Topics.
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    How to save customer return

    Marchell
    Level 2
    ‎01-29-2021 06:53 PM

    I want to back up customer's returns from 2019. What is the easiest way to save the returns?

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    1 Best Answer

    Accepted Solutions
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎01-29-2021 06:59 PM

    Open ProSeries and highlight all your client files.  Choose File > Client File maintenance and Copy/backup all the files to a flashdrive or other storage device..

     


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

    View solution in original post

    1 Comment 1
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎01-29-2021 06:59 PM

    Open ProSeries and highlight all your client files.  Choose File > Client File maintenance and Copy/backup all the files to a flashdrive or other storage device..

     


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪






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