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ProSeries Transfer from 2020 to 2021

Level 1

It's not transfering my clients.

Labels (1)
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4 Replies 4
Level 9
Level 9

Check the directory you’re transferring from? If that’s not the problem are you getting an error? Did you confirm Hardware compatibility?

If at first you don’t succeed…..find a workaround
Level 15
Level 15
You hit the Transfer button and you see the list of 2020 clients and select them all, but nothing transfers?

PS: You really shouldn't be transferring clients yet, seasoned PS users know to wait until January for any transfer bugs to be worked out.

Mikey C
Level 1

Do you know if the transfer bugs are worked out for 2021?  Wondering if I can transfer now or I should wait another week or two.  

0 Cheers
Level 15

For what it's worth, I'm still waiting.  I rolled clients over to print organizers, but I am still holding tight on the actual tax return files.

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