For the entities only the prior year's total billing amounts are not transferred to 2020- Each time I need to go back to the prior's years file in order to find out the total charges. How do I fix this annoying problem?
IT'S TOO EARLY TO TRANSFER CLIENTS
Every year there are glitches and bugs in files that got transferred in too early. PLEASE do yourself a favor and wait until January to transfer the bulk of your clients over.
Choose a few sample/dummy files to transfer and fiddle around with or client files that you won't mind having to delete and retransfer if necessary.
your welcome...I find it works well for me. I know which clients I need to contact if I haven't received their documents by mid-March.
I contact them to ask if they are returning and need an extension. I don't do extensions until I have verbal or email authorization from them and I note the date in the current year file.