Client Track Forum
Welcome, Guest. Please login or register.
Did you miss your activation email?
September 09, 2010, 10:11:25 AM

Login with username, password and session length
Search:     Advanced search
Getting the forums set up and looking nice. Feel free to post any questions or comments!
77 Posts in 54 Topics by 825 Members
Latest Member: zamiemiddletonq
* Home Help Search Login Register
+  Client Track Forum
|-+  Client Track Discussion
| |-+  Installation & Upgrades (Moderator: Mod)
| | |-+  2010 rollover		 « previous next »
Pages: [1] Go Down Print
Author Topic: 2010 rollover  (Read 473 times)
BertMulderCGA
Newbie
*

Karma: +0/-0
Posts: 5


View Profile
« on: January 05, 2010, 10:58:33 AM »
Seems that the personal tax files did not get set up, even though, in the upgrade, I went through the list as to which ones should be carried forward...

they do appear on the 'client mailing list' as 2009 files though...

What gives?
Logged
BertMulderCGA
Newbie
*

Karma: +0/-0
Posts: 5


View Profile
« Reply #1 on: January 11, 2010, 10:31:52 AM »
Any solution forthcoming on this issue?
Logged
Macashm
Administrator
Newbie
*****

Karma: +1/-0
Posts: 13



View Profile
« Reply #2 on: January 12, 2010, 07:40:06 AM »
In the Address Book, highlight the personal clients you wish to bring over into 2009 and when highlighted, click Copy Contacts in the last box titled Copy Selected Contacts to the 2009 Personal Tax Category.  To select your contacts, first select one contact, press Ctrl and select the rest of your contacts.

This will bring the selected Personal Tax Clients over from 2008 to 2009.
Logged
BertMulderCGA
Newbie
*

Karma: +0/-0
Posts: 5


View Profile
« Reply #3 on: January 12, 2010, 04:38:54 PM »
That did not work...
Logged
Pages: [1] Go Up Print 
« previous next »
Jump to:  

Powered by MySQL Powered by PHP Powered by SMF 1.1.9 | SMF © 2006-2009, Simple Machines LLC Valid XHTML 1.0! Valid CSS!