I am a bookkeeper and have one AgExpert client where we do not work onsite. I downloaded the Trial so I can quickly review the file before handing off to the Accountant's, but noticed that the client has upgraded to 2016-03 while the Trial is is 2016-01. I can't see a way to upgrade the trial or downgrade the data. Please advise.
Hi Rachel
We were in the process of updating the versions yesterday and it has now been changed. The trial is version 2016-03.
However, if the customers file has more than 100 transactions you are only going to be able to look at the file - in order to do anything you require a registered copy.
Thanks!