Orlando
Intuit Alumni
02-25-2021
01:09 PM
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Sorry for the confusion. The good news is that for next year we will aim to automatically transfer views year over year.
As a bandaid, we added two ways to import this year:
- From Tax Year 19 to Tax Year 20 via .CSV files. Use the Add/Edit Custom Views dialog to do that (click the little grey gear in the first column header)
- From Tax Year 20 to Tax Year 20 via .xml files (for moving views between machines). Use the HomeBase -> Import Custom Views menu option
It sounds like you're trying to do the first - so make sure you're in the Add/Edit Custom Views dialog. It will automatically open to where it's expecting the CSV file (ProWin19/common/exports)