If you do not use the HandiTax module, the process for rolling over your client database for the new financial year software differs slightly.
Install the current year software.
You must open Practice Manager Contact or HandiSoft.
An Attention window will open advising that clients will be rolled over, and if you'd prefer to use HandiTax.
If you aren't licensed for HandiTax, click No.
Practice Manager Contact or HandiSoft will open, and the clients will have rolled over. If Practice Manager Contact or HandiSoft was not the first module opened, the rollover would not have occurred.
Prompt to rollover
Ensure you have a working backup.
Close all users out of all HandiSoft programs.
Open File Explorer and navigate to the HSoft\Data folder.
Rename the Clients.25 file to Clients.25.OLD.
Rename the ClientExtra.25 file to ClientExtra.25.OLD.
Open Practice Manager Contact or HandiSoft, and you will be prompted to rollover again.
Note: Practice Manager Contact or HandiSoft can be opened directly from the HSoft\Apps folder. The file name is Hct25.exe. or Hct25Sql.exe if using the SQL version.