Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

transfer 2018 clients to 2019

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?

Labels (1)
0 Cheers
3 Replies 3
Level 15
Level 15

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


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. 

Level 3

check the directory where you send them.

0 Cheers