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IMSNORTHWEST
Level 2
August 25, 2022
Question

Troubleshooting Transferring prior years data

Troubleshooting Transferring prior years data

Transfer appears to complete without error

No prior years data found in target year

This topic has been closed for replies.

3 replies

PhoebeRoberts
PhoebeRobertsIntuit Community Champion
Intuit Community Champion
August 26, 2022

The directory your prior-year proforma process is pointing to is not the same directory as your current-year Lacerte installation is looking in.

If that doesn't solve your issue, you've got plenty of room for complete sentences and more detail. 🙂

    IMSNORTHWESTAuthor
    Level 2
    August 29, 2022

    Complete sentences  😉

    Made my day!

    Paths appear correct. 

    The import from prior year process appears to proceed without GUI error message.

    Do you know is there a Log sequestered somewhere that may reveal the cause?

     

    abctax55
    abctax55
    Level 15
    August 26, 2022

     What @PhoebeRoberts said....

    Do the proforma process again and take notes as to *where* the data is pointing.  Then go to settings (in the year you transferred TO) > Options  > Set Up and point that data path to the *where*.

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