For example, How can I transfer 100 clients current 2024 data that already have input to new computer 2024 tax pro basic program at one time?
Can I know the steps how to do about this?
I backup 24 data of 100 clients in USB.... and then? how to update all of clients data at one time?
backup files on old cmputer.. restore files on new computer.. then update acknowledgments on new computer
can I know steps how to do about this?
I backuped 24 data of 100 clients in USB.... and then? how to update all of clients data at one time?
On new computer, File > Client File Maintenance > Restore > Navigatge to Flash Drive
Then when once restored, switch to EF Center > All > E-file - Electronic Filing > Update Acknowledgemnt Status
You've still got the old computer?
Just open Homebase, Highlight all your clients that you want to move (Ctrl + Shift lets you tag blocks of clients, Ctrl + Alt lets you tag them one at a time) files, hit File > Client File maintenance and choose Backup and choose the USB drive.
Then go to the new computer and open PS, hit File > Client File maintenance and choose Restore and that USB drive
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