Hello

I was able to call in this afternoon and spoke with a support agent.  I went into a company with a custom design and saved the template as instructed and went back to reattempt the transfer and it still generated the "The is no Financial Statement Design to transfer." error. 

I tried other companies in the same directory as well and got the same error.  I also went into the company I wanted to use and added an instruction line and saved it so there were actual changes to save to possibly get the 'saving the template' trick to work, also no success.  I did the same with our sample file that we often use on new setups, no success.  I've previously copied these to the C:\ drive, no success.  I had another software with issues so I was unable to get on a screen share today but I will continue to that step at a later date. 

However my update is that...going to Write UP→Update Company File→Financial Statements→Custom Statements and saving the company you wish to transfer from's design and then retrying does not fix the issue.  And yes, all companies on our system are contained in the same directory and data file repairs and moving to the hard drive has also been attempted and doesn't fix the issue.