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Level 2
December 7, 2019
Solved

I can't transfer clients from 2017 to 2018.

  • December 7, 2019
  • 2 replies
  • 18 views
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Best answer by PhoebeRoberts

You're in the 2017 program, which you've downloaded and installed the latest updates for? What steps are you following, and what error messages are you getting?

2 replies

PhoebeRoberts
Intuit Community Champion
December 7, 2019

You're in the 2017 program, which you've downloaded and installed the latest updates for? What steps are you following, and what error messages are you getting?

abctax55
Level 15
December 7, 2019

There are several threads on this, from weeks ago.

Two issues were identified:

1) Locked files (do a good backup or two, unlock the file, try again.

2) Unusual characters, particularly in Screen 26 in the name of organizations. Check those, clean 'em up, try again.

HumanKind... Be Both