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LaCerte 2018 error during proforma "Error while using Calculation Data for client xxxx". ?

bob3
Level 1

The client then fails to import, there are over 100 such clients. I saw the KB article on invalid characters, not sure that is the issue here. Troubleshooting tips for this?

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George4Tacks
Level 15

Backup the clients. Unlock. Try again. Maybe just a few as a test  


ex-AllStar

View solution in original post

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George4Tacks
Level 15

Backup the clients. Unlock. Try again. Maybe just a few as a test  


ex-AllStar

View solution in original post

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IntuitAlicia
Employee
Employee
There are a couple of troubleshooting items listed in the following article that may also help you with this issue.  For example, if you have a state listed in the 2017 client file, is that state also present in your 2018 program.

Failure During Proforma Processing or "Failed to transfer" When Attempting to Proforma Client: https://accountants-community.intuit.com/articles/1608229&src=lsccom
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