mrichman333 Posted April 10, 2015 Report Share Posted April 10, 2015 it appears two of my clients did not transfer from 2013 to 2014. Any idea how to do that manually Quote Link to comment Share on other sites More sharing options...
Nellie Posted April 10, 2015 Report Share Posted April 10, 2015 Go tothe ONEDESK HomePage and click on Demo/Downloads. Select Desktop Manual form the bottom of the page. Just change the year as printed in the instructions. Hope this helps - if not call Dan. Nellie Quote Link to comment Share on other sites More sharing options...
mrichman333 Posted April 10, 2015 Author Report Share Posted April 10, 2015 Thanks Nellie, but it just doesn't work Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted April 11, 2015 Report Share Posted April 11, 2015 This would be nice to know how to do. I have always preferred to roll over my clients one at a time so I know who has come in and who has not. I too tried to do this manually and was unsuccessful. Quote Link to comment Share on other sites More sharing options...
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