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

Transfer client from 2019 to 2020

Level 1

I tried to transfer the clients from 2019 to 2020 in Lacerte 2019 "Tool"-> "Transfer Clients",  but nothing happening.  Please help!

Labels (1)
0 Cheers
3 Replies 3
Level 3

I'm sorry Eunice, that's so frustrating.

Unfortunately, since it does sound like you're taking the right steps, you will probably need to either call of e-mail tech support.  I just realized that e-mail is an option through the Lacerte software.  Tools>Communications>Service Requests/Lacerte Email

Unfortunately, neither option is quick.  Phone has long hold times and e-mail says expect two business days for a reply.

One thought: I usually use the shortcut button rather than going through the tools menu.  I doubt that would solve your issue, but since it'd be quick, it's worth a shot.

Also make sure you've downloaded and installed the latest batch of updates that came out.

 

Screenshot 2021-02-20 231227.jpg

Level 1

Did you download the 2020 Prep file first?

 

0 Cheers
Level 1

Hi Karl,

 

Sorry I did not have that "shortcut" in my application.  I have downloaded as the latest vision already.

But it is still now working.

Eunice

0 Cheers