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pro series basic

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Level 2

I have Pro Series Basic installed on my laptop as well as my main computer.  How do I transfer a return from the laptop to the main computer?

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Level 15
Level 15

Be sure youre in a regular Homebase view, not the EFcenter


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Level 15
Level 15

Client File Maintenance > Backup/Restore


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 2

BASIC doesn't seem to have that capability to backup and restore. 

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Level 15
Level 15

https://proconnect.intuit.com/community/help-articles/help/how-to-copy-or-backup-client-files-using-...

This article says Basic as well.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 2

Yes, I see that the article says that.  But in BASIC when I am at Home Base and select a client, then go to "File", then down to "client maintenance", the "backup/restore" option can't be accessed.  I appreciate your efforts, but guess I'll have to call intuit directly.

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Level 15
Level 15

Be sure youre in a regular Homebase view, not the EFcenter


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

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Level 2

Thank you thank you! That did it!