Change a 1040 client to a 1065 client

You can't change an existing 1040 client under Client Properties
to a 1065 Partnership.

However, you can create a new 1065 client and transfer assets to it:

Select File
, then New Client
to create your new 1065 client.

Go to your 1040 client, then select the Asset
tab.

Select the 1st asset in the list, select and hold Shift
on your keyboard, then select the last asset in the list.

note

All assets should be selected.

Select Edit/Copy Asset
.

Open the 1065 client.

Go to the Asset
tab, then select Edit/Paste Asset
.