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transfer 2018 clients to 2019

jim19
Level 1

my clients won't transfer from 2018 to 2019.  why?

i've updated 2018. i've installed and updated 2019.  i'm getting a message that the clients are already in 2019 (after i tried transfering twice) but they aren't showing in the different tax types.  how do i get the clients to show up in the 2019 program?

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3 Replies 3
Just-Lisa-Now-
Level 15
Level 15

I dont use lacerte, but does this help at all?

https://proconnect.intuit.com/community/help-articles/help/proforma-client-files-from-the-prior-year...


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Bob Saunders
Level 2

sometimes it does not work if the clients are locked.  If they are locked in 2018 unlock them, send to 2019, then lock them again. 

scheunemanncpa
Level 3

check the directory where you send them.

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