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    Global billing options not importing to client files upon transfer to current program

    Taxprohere
    Level 7
    ‎12-06-2019 10:11 PM

    There was a similar post/answer from a year ago, but this is not the same issue.  I am not changing the global options after a transfer.  I have global options set at Per Form Charges and 3d (show only forms being charged).  Yet when I transfer a client from 07 to 08, this option is blank.  I am currently having to go to the billing page and recheck the caution box (to re-import the current options)...for every transfer.  New clients are not affected.

    Ideas of what the problem is?

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    1 Solution

    Accepted Solutions
    TAXOH
    Level 11
    ‎12-06-2019 10:11 PM

    I thought they fixed it with an update but if it still isn't working when you transfer a client over now then I guess they're still working on it.  

    View solution in original post

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    4 Comments 4
    TAXOH
    Level 11
    ‎12-06-2019 10:11 PM

    I thought they fixed it with an update but if it still isn't working when you transfer a client over now then I guess they're still working on it.  

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    Taxprohere
    Level 7
    ‎12-06-2019 10:11 PM
    Good News!!!!  The latest alert said it would be fixed with the next update!  Well, this update temporarily on hold til Intuit fixes a problem before that fix with an update.  But I have HIGH HOPES that it'll be fixed on the April deadline.  Yippeee!  Can't wait for this tax program to be in smooth operation come May.
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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-06-2019 10:11 PM
    I noticed today after updating that the global option on the ES worksheet to round to the nearest $10 has finally been addressed too!

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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    dd4vols
    Level 10
    Level 10
    ‎12-06-2019 10:11 PM
    I expect that by the Oct 15 extension deadline, we will still be getting the dreaded 'yellow bar', with the first words being.. "It has come to our attention, that during the most recent update...……………………."
    If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.
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