1. DON'T DO IT YET. The software is not yet ready for prime time. I often wait until next year when I am ready to meet with the client.
2. Start in the 2023 program. https://accountants.intuit.com/support/en-us/help-article/manage-client/using-proforma-wizard-transf...
EDIT - I missed LINK, so my answer is not applicable
Answers are easy. Questions are hard!
