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Client Password

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Level 1

After transferring clients to the 2020 version, the clients that had a password in 2019 has changed somehow to some unknown password and I am know unable to open the clients file.

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Level 11
Level 11

Go to tools, options, passwords. Then put in Primary password, and that should work for all clients with password

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Level 11
Level 11

Go to tools, options, passwords. Then put in Primary password, and that should work for all clients with password

View solution in original post

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Level 5

I have learned to put a note on the line that I want to transfer info from year to year. i.e. I look up the client property tax payment on line so I have a note on that line of the return that shows the assessors account # for the property. Much quicker than waiting for client to provide correct i

i.e. 2 I put a note on the % line of bus. use of home...expenses that reflects the sq ft % for office use

be sure you have the program set so the notes don't print but transfer from year to year

Believe me these notes have saved numerous hours for me.

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