tbryant
Level 3

transfer tax return data from PC to latop

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Accountant-Man
Level 13

Copy and paste.

** I'm still a champion... of the world! Even without The Lounge.

View solution in original post

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Just-Lisa-Now-
Level 15
Level 15

Just the tax return file?     

In ProSeries on the PC, highlight the client file in Homebase (not the EF Center), Right click Copy and set the target drive to your flash drive.

In ProSeries on the laptop, File > Client File Maintenance > Restore and choose the flash drive and the file.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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