abctax55
Level 15

First - a warning.  It is way too early to transfer all clients over.  The software is just NOT ready for prime-time.  I transfer over a handful to use for projections, only.

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Close 2024 & then re-open it (if you haven't).   That can trigger the roll-over.

Double check your data path, that's usually the problem. Especially if you are networked.  Start the proforma process again, and take careful note of where the files are being sent.

 

HumanKind... Be Both