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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?

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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


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