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Error message when trying to transfer clients (proforma) from 2018

Level 1

It is Jan 25 and I'm still getting an error message when I try to roll clients forward into the 2019 Tax Program. I tried updating my 2019 programs, but that didn't make a difference. I don't do organizers, I just want my data in the tax program!


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3 Replies 3
Level 15

And the error message says....................?

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
Level 15

You do start this in 2018 not 2019. Highlight the clients then look for the icon 18 -> 19 to do the proforma. There is often a problem if the client is locked (stupid Intuit has still not fixed). Be sure to back up all clients > Unlock > do Proforma

Level 15

And don't forget to re-lock the files

Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

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