Orlando
Intuit Alumni
12-10-2020
06:33 PM
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Just note, that video showcases stuff that will be in our Dec 16th release.
It will still require a bit of back and forth - you'll only be able to do one view at a time (Export TY19 View, then Import into TY20, repeat). After you do it on one machine though, you can Export/Import from TY20->TY20 (so if you need to setup multiple machines it'll be easier).
Next year we're planning on transferring all your views automatically when you install Tax Year 2021.