I can't transfer clients from 2017 to 2018.

[PhoebeRoberts · Accepted solution]

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]

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.