Restoring client backups from FileCabinet CS into UltraTax CS
To restore backups from FileCabinet CS into UltraTax CS, follow these steps.
- From within UltraTax CS, choose .
- Mark theClients with backups in FileCabient CScheckbox. UltraTax CS displays a list of all clients whose data has been automatically backed up to FileCabinet CS.
- Highlight the desired client and select theSelectbutton.
- Mark the checkbox for the backup that you want to restore.
- Select theRestorebutton.