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Transferring clients from 2019 to 2020 ProSeries

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Level 2

I have installed the new 2020 ProSeries program.  When I transferred my clients from 2019 ProSeries to 2020 ProSeries more than 100 of 300+ client files did not transfer.  No explanation given.  Any comments?

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Level 15

My comment would be read the other threads stating that it is WAY to early to transfer clients.  The program was just released today.  There are bugs.  There will be updates.

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches

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Level 15

My comment would be read the other threads stating that it is WAY to early to transfer clients.  The program was just released today.  There are bugs.  There will be updates.

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

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Level 2

Thank you for your comments.  I assumed as much but did not find any posts regarding this issue so I thought I'd ask.

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Level 15

Absolutely nothing wrong with asking..... The wealth of experience available from those here who have tried it & found out it's a bad idea is very valuable.

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches
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Level 15
Level 15

Are they returns with multiple states?  You may not be able to transfer those until the state modules become available.  EDIT:  No I just checked this, it pulls over no matter the state.

You really shouldnt transfer anything but some tester sample files yet  

Each year there are issues with returns that get transferred in before January...certain things dont carry over as they should and you end up having to delete everyone and re-transfer.

(Ive got a few dummy files and my own that I transfer in early, I generally end up deleting my own and re-transferring it back in January.)


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 11

I transfer in November but just for organizers. I learned a long time ago no returns until January.

** I'm still a champion... of the world! Even without The Lounge.
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Level 15

Look on the bright side - at least you won’t have to re-transfer those 100 in January when you find out about all of the bugs contained in files that were transferred early.  It happens every year and based on how 2020 has been playing out, you can be assured it will happen again with this years program.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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Level 8
Level 8

@Accountant-Man i gave up on organizers years ago.... found i was only getting about 80% returned...  normally I wouldn't complain but I found that 90% of those returned were unopened in the bottom of the shopping bag.

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Level 11

Skylane, I get a bigger bunch back, maybe 50% completed in some fashion. Several years ago I gave $20 gift cards to whomever completes the Org AND pays up front.

I do it every so often. I gave out 100 cards that first year.

** I'm still a champion... of the world! Even without The Lounge.
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Level 2

I've tried for several days now since attempting to transfer 2019 to 2020. I reported to Intuit on Friday morning (phone call), tech put me on hold (twice) to check out, then finally said her supervisor told her there was a problem (yes, there is, not even updating their employees, not good).  But there has been no communication from Intuit ProSeries to customers.  They should notify us, customer service/relations.   I hoped they would fix on Friday, but have tried again Saturday and Sunday to transfer one 1040, I get error code 146.  I'm only trying to transfer one 1040 to start entering data (estimates).  In the past I've started in Nov/Dec even without all states being available.   So that should not be the case, hope not - State aren't out until mid-January.  Every time I log in, I do updates (to no avail).  Terrible to release a product that doesn't work.  

Can I set up a new client and enter data, then later do transfer of some 2019 information?  

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Level 15
Level 15

The first release is always bare bones with lots of quirks.  See if transferring this way works

tranferclient2020.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 11

LIsa, I know this is from Orlando, but I can't do this :Create New Client , Choose File, Transfer, Complete Transfer.

Where is this located?

** I'm still a champion... of the world! Even without The Lounge.
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