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Pro forma problem

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Level 1

I can't transfer my 2018 client info to the 2019 software.  I keep getting an error message "This feature will be available when the Pro forma / Organizer update is released later in 2019".  I updated the 2018, so it says that no updates are available.

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Level 15

Press F10 and look at the versions tab 2018 Federal Tax 40.0207 and 2019 Proforma 39.1219

If this is not what you have run 2018 Lacerte Web Setup from Windows. Hit windows Key and type 2018 Lacerte Web Setup 

 


ex-AllStar

View solution in original post

1 Reply 1
Highlighted
Level 15

Press F10 and look at the versions tab 2018 Federal Tax 40.0207 and 2019 Proforma 39.1219

If this is not what you have run 2018 Lacerte Web Setup from Windows. Hit windows Key and type 2018 Lacerte Web Setup 

 


ex-AllStar

View solution in original post