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transfer 2019 client to 2020

tbryant
Level 3

All but one clients transferred to 2020. how to transfer

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4 Replies 4
George4Tacks
Level 15
Wait patiently for the program to really be ready to use. I would expect ProConnect Tax to lag a bit behind the Lacerte release dates https://proconnect.intuit.com/community/product-delivery/help/lacerte-release-dates/00/102913
Generally it is NOT a good idea to expect the software to work properly this early in the pre-season.

ex-AllStar
tbryant
Level 3

Are you suggesting that software problem is the reason only one of the client’s 2019 data was not transferred to 2020?.

 

 

 

 

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IRonMaN
Level 15

Sure sounds that way.  But for the record, only the truly brave transfer files this early.  Intuit is now known to have software that runs like clockwork in November.  


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George4Tacks
Level 15
Did that person die in 2019? Was the file locked?

ex-AllStar