Re: can I transfer a former client from 2015 directly to Pro Series Basic 2021

Carol-L · ‎03-26-2022

Is there a way to transfer a former client file from several years ago into 2021 without transferring year by year?

dkh · ‎03-26-2022

Do not believe that's possible. It would just be easier to setup new file for 2021

Just-Lisa-Now- · ‎03-26-2022

No.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Carol-L · ‎03-27-2022

Thank you Lisa.

I know I could leapfrog it up year by year, or just enter in the info again.

dkh · ‎03-27-2022

Wow!!!

can I transfer a former client from 2015 directly to Pro Series Basic 2021