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    transferring file

    dtouchy
    Level 1

    want to transfer tax file to another user...how

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    8 Comments 8
    George4Tacks
    Level 15
    That might depend on the software you are using? Which is your favorite?

    Answers are easy. Questions are hard!
    dtouchy
    Level 1

    Pro Series, pay per return....outlook, PC, Microsoft, not apple computer 

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    George4Tacks
    Level 15
    I believe the method is to make a backup onto a portable device and give that backup to the other user.
    https://proconnect.intuit.com/community/back-up-data/help/how-to-copy-or-backup-client-files-using-p...

    Answers are easy. Questions are hard!
    dtouchy
    Level 1

    thank you!

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    Kathi_at_Intuit
    Moderator
    Moderator

    Thank you for stopping by the community to post a question. This community is for Intuit Practice Management users. This question would be better asked here:

    ProSeries Community

    https://proconnect.intuit.com/community/proseries-tax/discussion/03/303

    Thank you very much to @George4Tacks for providing an answer! You rock 😁.

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    IRonMaN
    Level 15

    George does rock.  He is a rock star.  He plays lead Xylophone for the Backroom Boys.


    Slava Ukraini!
    abctax55
    Level 15

    OMG.... LEAD Xylophone ??   Meaning there's more than one 😜

    HumanKind... Be Both
    George4Tacks
    Level 15

    I play a lead (Pb) xylophone coated in Zinc (Zn) to protect the band. 


    Answers are easy. Questions are hard!