Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- transferring 2019 data
transferring 2019 data
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Lawnet
Level 1
03-09-2021
06:46 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I have tried several times to transfer clients from 2019. when I open 2020 none of my clients appear. code 004
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
tejd
Level 1
03-09-2021
06:50 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Had a somewhat similar situation where I Proformd my clients to 2020 from Lacerte 2019, but when I opened 2020, only the individual clients would show up, no corporate. I downloaded 2020 Lacerte one more time and updated both 2019 and 2020 software's before proceeding to Proforma again. At this point when I opened Lacerte 2020, all the clients were there. Hope it helps!
