Answered: I can't transfer clients from 2017 to 2018.

mileenj · ‎12-06-2019

PhoebeRoberts · ‎12-06-2019

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?

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PhoebeRoberts · ‎12-06-2019

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 · ‎12-06-2019

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.

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I can't transfer clients from 2017 to 2018.

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