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T
taxdada
Level 2
February 6, 2023
Solved

File transfer from previous to current year

  • February 6, 2023
  • 2 replies
  • 20 views

Transfer my clients previous year file, I go to

File, New Client

then Fil, Transfer

then when selection comes up it automatically comes up 22data instead 21data as I want to transfer from 21data file to 22data file.

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

you dont go to "New Client" if youre transferring from the prior year.

From Homebase, just hit the Transfer button and pull the client from 2021 to 2022...therye NOT a new client.

2 replies

T
taxes96786
Level 8
February 6, 2023

click on the box that is saying 22 and select 21

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community ChampionAnswer
    Intuit Community Champion
    February 6, 2023

    you dont go to "New Client" if youre transferring from the prior year.

    From Homebase, just hit the Transfer button and pull the client from 2021 to 2022...therye NOT a new client.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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