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What is the procedure for copying client files created on an older computer, onto a new computer?

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ProConnect Tax Online

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qbteachmtAnswer

Level 15

This was asked a second time with the other product selection, here:

https://accountants-community.intuit.com/questions/1886537-what-is-the-procedure-for-copying-proseri...

I will close this topic.

Don't yell at us; we're volunteers

qbteachmtAnswer

Level 15

This was asked a second time with the other product selection, here:

https://accountants-community.intuit.com/questions/1886537-what-is-the-procedure-for-copying-proseri...

I will close this topic.

Don't yell at us; we're volunteers

Level 15

You tagged your question to ProConnect Tax Online (PTO), which runs on the cloud. This also means that client data files are hosted on the cloud and there is nothing to be saved on your computer, old or new.

If you are actually using a different tax product, please do clarify and some may be able to point you in the right direction.

---------------------------------------------------------------------------------Still an AllStar