E@syfile Transfer question

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  • KimH
    Email problem

    • Jul 2010
    • 362

    #1

    E@syfile Transfer question

    I am hoping someone on the forum is able to advise.

    I am taking over the payroll and submissions of EMP 501 & 201's from another accounting firm and will be doing the 201108 emp501 submissions.

    How does it work in terms of populating my E@syfile with clients information that is currently on someone else's e@syfile? Is it like efiling ?
    "If at first you don't succeed, do it like your mother told you."
  • Dave A
    Site Caretaker

    • May 2006
    • 22803

    #2
    My first thought was they should back up their database and send that to you. You would then use the restore/merge facility under utilities.

    However, the backup is for all the companies that is loaded on that E@syfile installation - so I guess that would be a problem.

    How about the import/export payroll file functionality? I haven't used it myself, but if it allows you to select particular companies, that might do the trick.
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    • KimH
      Email problem

      • Jul 2010
      • 362

      #3
      Thanks Dave, that does appear to be the best solution. I'll add a blow by blow how-to on this post when I've got it waxed.
      "If at first you don't succeed, do it like your mother told you."

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