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How can I transfer a completed or in process client file from Pro Series professional to Basic

Jacktax
Level 2

I mistakenly did some tax returns in Professional when I should have done them in my Basic which I purchased. How can i transfer these files from Professional to Basic, If I just move the files to Baswin 23 data - they show up as being there in  that folder - but they don't show in homebase, and I cannot figure out how to open them in Basic

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Accepted Solutions
Just-Lisa-Now-
Level 15
Level 15

Homebase Maintenance should do the trick!


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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3 Comments 3
Skylane
Level 11
Level 11

I don't use basic but check homebase/homebase maintanance...   

know if you can open the Pro files in Basic (think it may work the other way round)....

If at first you don’t succeed…..find a workaround
Just-Lisa-Now-
Level 15
Level 15

Homebase Maintenance should do the trick!


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Jacktax
Level 2

Thanks !

Homebase Maintenance worked. Quick and easy maintenance call 🙂