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Best Answer Click here
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Tools, sixth up from the bottom.
BUT, unless you are using 2018 for tax projections I would NOT transfer all clients yet. The first versions are often a bit, um, well....not quite ready for prime time.
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Here's wishing you many Happy Returns
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I transferred all my clients from 17 to 18 yesterday. ALL were locked, and (luckily) I had no problems. I did do it in small batches tho, so identifying any that didn't move would be easier. I must be livin' right
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This is done for 2018 in the 2017 program. Highlight the clients you want, then click the 17 -> 18 icon (see image).
I agree, it is much to early to transfer any except those you want to run a "test" on.
Here's wishing you many Happy Returns
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"..Does it hurt anything to transfer now (if you're not going to work on them, just get them transferred)? Only 160 of 277 individual returns transferred for us and I don't know how to fix that."
No, it doesn't "hurt", but beware that you will need to do it again if there's a major update to fix issues.
Supposedly, those that didn't transfer produce a 'message'. I haven't (nor will I) transfer all my clients; I will only transfer those that I want to use to do 2018 year-end projections. And those, I renumber. I will then transfer them again with the "normal" client number to use for actual tax prep.
OK -off my soap box
Known issues with transferring:
Locked returns (be sure you have a good backup, unlock, transfer, lock),
Returns with "i"s in Screen 26 (either the Org's name, or the description of items donated).
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I haven't heard of anyone with that MANY not transferring.
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