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transferring file

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Level 1

want to transfer tax file to another user...how

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8 Replies 8
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Level 15
That might depend on the software you are using? Which is your favorite?

ex-AllStar
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Level 1

Pro Series, pay per return....outlook, PC, Microsoft, not apple computer 

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Level 15
I believe the method is to make a backup onto a portable device and give that backup to the other user.
https://proconnect.intuit.com/community/back-up-data/help/how-to-copy-or-backup-client-files-using-p...

ex-AllStar
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Level 1

thank you!

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Thank you for stopping by the community to post a question. This community is for Intuit Practice Management users. This question would be better asked here:

ProSeries Community

https://proconnect.intuit.com/community/proseries-tax/discussion/03/303

Thank you very much to @George4Tacks for providing an answer! You rock 😁.

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Level 15

George does rock.  He is a rock star.  He plays lead Xylophone for the Backroom Boys.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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Level 15

OMG.... LEAD Xylophone ??   Meaning there's more than one 😜

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches
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Level 15

I play a lead (Pb) xylophone coated in Zinc (Zn) to protect the band. 


ex-AllStar