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jdreivers
Level 2
December 7, 2019
Solved

When will the Proforma feature be available to transfer client data from 2017 to 2018?

  • December 7, 2019
  • 2 replies
  • 16 views

After installing the 2018 program in Lacerte, I attempted to proforma my clients from 2017 to 2018.  A box popped up, reading:  "This feature will be available when the Proforma/Organizer update is released later in 2018."

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Best answer by mojocpa

Are you proforma ing 2018 from 2017 program? If so, have you updated recently? Our version for 2017 is 38-1112. 

2 replies

M
mojocpaAnswer
Level 6
December 7, 2019

Are you proforma ing 2018 from 2017 program? If so, have you updated recently? Our version for 2017 is 38-1112. 

AshleyatIntuit
AshleyatIntuit
Level 9
December 7, 2019

The proforma capability is there, please update your 2017 to the proforma release, and you should be good to go.

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