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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 Tomatoes (I had to get rid of the turtles - they kept running away)
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..oops..AllStar...I used to be a people person, then people ruined it

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