I lost my assets.

[schirallicpa]

I had to update my pc and exported everything from the old - 2021 version and imported to the new pc - 2021 version.  And lost my assets.

[Lee B]

4 minutes ago, schirallicpa said:

I had to update my pc and exported everything from the old - 2021 version and imported to the new pc - 2021 version.  And lost my assets.

What do you mean by updating your pc?

[schirallicpa]

I have purchased a new pc.  

I downloaded ATX 2021 from the website.

I exported my clients from my old PC

I imported my clients to the new PC.

I have no assets in my returns.

I am very grumpy now.

As much as people complain about apple, apple upgrades to new devices is so much easier.  I've been frogging around all morning.

 

 

[ILLMAS]

58 minutes ago, schirallicpa said:

I have purchased a new pc.  

I downloaded ATX 2021 from the website.

I exported my clients from my old PC

I imported my clients to the new PC.

I have no assets in my returns.

I am very grumpy now.

As much as people complain about apple, apple upgrades to new devices is so much easier.  I've been frogging around all morning.

 

 

Contact ATX, you should be okay.

 

 

[Lee B]

Assuming ATX hasn't changed things, I believe that using the Backup and Restore functions instead of the Export and Import functions will fix things.

[Medlin Software, Dennis]

Backup and restore WITHIN the software used to create the data, will always be the most reliable. 

Depending on any third party system is not the best idea. Not a repair shop, not the OS, not a “backup manager”, etc. Why? The software vendor knows darn well what to backup and restore, every time. As a for instance, I hear often from customers who are dealing with a repair person who failed to make the new computer have all data the old one had.

With that said, I personally use a backup program as a secondary system, BUT it is a system where I manage what gets backed up, so I know what is backed up. “Default” settings will sometimes work, but just as often, will not backup what you really need.