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    transfer data file current year at one time

    jkcss
    Level 2

    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?

     

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    4 Comments 4
    Jim-from-Ohio
    Level 12
    Level 12

    backup files on old cmputer.. restore files on new computer.. then update acknowledgments on new computer

    jkcss
    Level 2

    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?

    0 Cheers
    Jim-from-Ohio
    Level 12
    Level 12

    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

    Just-Lisa-Now-
    Level 15
    Level 15

    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


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪