Solved: What is the procedure for copying client files created on an older computer, onto a new computer?

jdancona · ‎12-07-2019

qbteachmt · ‎12-07-2019

This was asked a second time with the other product selection, here:

https://accountants-community.intuit.com/questions/1886537-what-is-the-procedure-for-copying-proseri...

I will close this topic.

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"Level Up" is a gaming function, not a real life function.

View solution in original post

qbteachmt · ‎12-07-2019

This was asked a second time with the other product selection, here:

https://accountants-community.intuit.com/questions/1886537-what-is-the-procedure-for-copying-proseri...

I will close this topic.

*******************************
"Level Up" is a gaming function, not a real life function.

itonewbie · ‎12-07-2019

You tagged your question to ProConnect Tax Online (PTO), which runs on the cloud. This also means that client data files are hosted on the cloud and there is nothing to be saved on your computer, old or new.

If you are actually using a different tax product, please do clarify and some may be able to point you in the right direction.

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What is the procedure for copying client files created on an older computer, onto a new computer?

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