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Level 2
February 14, 2024
Solved

How can I transfer a completed or in process client file from Pro Series professional to Basic

  • February 14, 2024
  • 1 reply
  • 16 views

I mistakenly did some tax returns in Professional when I should have done them in my Basic which I purchased. How can i transfer these files from Professional to Basic, If I just move the files to Baswin 23 data - they show up as being there in  that folder - but they don't show in homebase, and I cannot figure out how to open them in Basic

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

    Homebase Maintenance should do the trick!

    1 reply

    Skylane
    Intuit Community Champion
    February 14, 2024

    I don't use basic but check homebase/homebase maintanance...   

    know if you can open the Pro files in Basic (think it may work the other way round)....

    If at first you don’t succeed…..find a workaround
    Just-Lisa-Now-
    Intuit Community Champion
    February 14, 2024

    Homebase Maintenance should do the trick!

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    JacktaxAuthor
    Level 2
    February 14, 2024

    Thanks !

    Homebase Maintenance worked. Quick and easy maintenance call 🙂