ATX - Restore or Import

[Randall]

Just got a new computer, loaded ATX.  Which is the better way to get returns loaded on the new computer, Backup/Restore or Export/Import?

 

[mcb39]

I have always used Export/Import; but others will not agree.

[Jack from Ohio]

What years are you referring to?

[Randall]

Just 2013.  I'll use my old computer (W7) for earlier years work.  And for you Jack, my new computer is W8 with touch.  Ha.

[Jack from Ohio]

If you export/import, you will get no e-file information. Restore is the only way to get ALL data from the returns.

[Randall]

Thanks Jack.  I'll need that.

[MAMalody]

Is there a way that you can backup all the returns without doing each one individually.  I guess that would be a batch?  I can't seem to find a KB that tells me how to do that.

[Jack from Ohio]

From Return Manager:

• Click on "Returns"
• Then click on "Backup Returns"
• There should be a big green checkmark at the top saying your data is being backed up automatically every time a return is closed.
• If you do not have the big green checkmark, click on "Adjust automatic backup settings" and turn on automatic backup
• There is a button there "Copy backups to local storage" that will create a backup file on a flash drive or a remote storage drive.  It will create the same backup the program is doing, in the location you tell it to, but only once.
• If you wish to make a new backup in the original destination, click on the box beside "name" and all returns will be marked
• Then click on "backup"

[MAMalody]

Hmmm.  I thought I had tried that, but I must have missed something.  I will give it a shot and let you know how it goes.  Thanks.

[mcb39]

Just export return files to a jump drive and import into ATX on the new computer.  You already have all the efile info on the old computer if you ever need it.

Simple, simple!!!