A help article indicated I can prepare 2020 organizers from transfered data files that were converted from another software program.  I converted to ProSeries this year from CS Ultra Tax and have converted the client files to ProSeries per the instructions.

I would like to now be able to prepare tax organizers for clients based on the converted 2019 Ultra Tax data files and in my reading it indicates ProSeries can "Transfer data files converted from another software".  However, in following the procedures there is no "Yes" prompt to transfer last year's client files and then no way to select clients.

Does this procedure work or not on clients that have been transferred to ProSeries for this year?

Thank you