My screens look identical to the ones in your email. The Organizer is installed and updated and the transfer boxes are the same but number 4 to select clients is grayed out so I am unable to select any clients. I have run through this scenario before.

Two questions then are does the program prepare organizers from converted data that comes from another program vendor, and/or is there another method that I should have used to transfer the data files from Ultra Tax?  I followed the instructions on the transfer and all the clients show up in the HomeBase View for Form 1040: Individual, but the only clients that show up in the Organizer for 1040 view are two clients that I prepared the 2019 returns in Pro Series.  So I am guessing the program will not prepare organizers for the clients that were not prepared in ProSeries.