File transfer from previous to current year

[taxdada]

Transfer my clients previous year file, I go to

File, New Client

then Fil, Transfer

then when selection comes up it automatically comes up 22data instead 21data as I want to transfer from 21data file to 22data file.

[taxes96786]

click on the box that is saying 22 and select 21

[Just-Lisa-Now- · Accepted solution]

you dont go to "New Client" if youre transferring from the prior year.

From Homebase, just hit the Transfer button and pull the client from 2021 to 2022...therye NOT a new client.