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File transfer from previous to current year

taxdada
Level 2

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.

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

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.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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2 Comments 2
taxes96786
Level 9

click on the box that is saying 22 and select 21

Just-Lisa-Now-
Level 15
Level 15

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.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪