Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do i enter data on one computer and transfer client to another?

linduca1216
Level 7
 
0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Best Answer

Accepted Solutions
TAXOH
Level 11

In homebase highlight the client and go to file, client file maintenance,  copy/backup to a flash drive and then choose restore on the computer you are putting it on.

View solution in original post

0 Cheers
6 Comments 6
TAXOH
Level 11

In homebase highlight the client and go to file, client file maintenance,  copy/backup to a flash drive and then choose restore on the computer you are putting it on.

0 Cheers
linduca1216
Level 7
I will prob efile from my main computer, but what "precautions" should I take if I file from my laptop?   Any?
0 Cheers
IRonMaN
Level 15
I think you are running with scissors if you try that.  If you want to avoid issues, stick with one computer for e-filing.

Slava Ukraini!
0 Cheers
TAXOH
Level 11
I agree with IRonMaN and would ok only efile from 1.
0 Cheers
linduca1216
Level 7
That is what I thought.... Ok to go ahead and enter data, etc. and transfer, but only e-file from main computer.... No scissors!
0 Cheers
TAXOH
Level 11
:+1::+1:
0 Cheers