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transfer customized home base views

Level 1

Is there a simple way to transfer customized home base views from ProSeries 2019 to 2020?

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4 Replies 4
Level 9

Look at @Orlando 's answer at the bottom of this thread.  He's created a youtube video regarding customizing HomeBase views.   Where are the column headings in the Homebase view... - Intuit Accountants Community

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Employee
Employee

Just note, that video showcases stuff that will be in our Dec 16th release.

It will still require a bit of back and forth - you'll only be able to do one view at a time (Export TY19 View, then Import into TY20, repeat).  After you do it on one machine though, you can Export/Import from TY20->TY20 (so if you need to setup multiple machines it'll be easier).

Next year we're planning on transferring all your views automatically when you install Tax Year 2021. 

Level 11

There is no way to transfer 2019 Home Base views to 2020.

** I'm still a champion... of the world! Even without The Lounge.
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Employee
Employee

It's coming to the Professional version in our release next week on the 16th. See my earlier post for details.

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