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12-06-2019
06:42 PM
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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
Failure During Proforma Processing or "Failed to transfer" When Attempting to Proforma Client: https://accountants-community.intuit.com/articles/1608229&src=lsccom