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- How to import client's file to the next year
How to import client's file to the next year
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dawn-fsataxacco
Level 4
11-17-2021
04:36 PM
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How to import client's file to the next year
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3 Comments 3
IRonMaN
Level 15
11-17-2021
04:51 PM
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When you have the new year open, click "file" then "transfer". But to be safe, you really want to wait until the first part of January before you do that. Over the years, there have been issues with client files that were transferred early. Setup a dummy client if you want to play with the system now, but hold off with real clients.
Slava Ukraini!
dawn-fsataxacco
Level 4
11-17-2021
04:54 PM
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Actually I am amending a couple year back.
