We introduced two ways to import custom views this year. Sorry for any confusion. Next year you won't have to do any of these - we'll just transfer views automatically year over year.

1. TY19 -> TY20 (for transferring one view at a time between Tax Year 19 and Tax Year 20)

- Go into TY19. Update it if you haven't done so within the past month or so.

- In HomeBase, choose HomeBase -> Export View.

- Go into TY20. Click Homebase -> Add/Edit Custom Views. 

- Select the Form Type and click "Import 2019 View". Then browse for the .csv file generated earlier.

2. TY20 -> TY20  (for transferring all views between computers)

-  On the source Computer, Open TY20

-  In HomeBase , choose HomeBase -> Export Custom Views

- On the other computer, open TY20

-  In HomeBase , choose HomeBase -> Import Custom Views and search for the XML generated earlier