Question
proforma single client
Hello - I just entered a client in 2018 and I need to proforma it to 2019. When I highlight the client name and select the Tools menu, the option to Transfer Clients (Proforma to 2019) is grayed out. So far, I have not seen the solution for this on help menus...any ideas on what I can do to resolve this?
UPDATE: The proforma wizard just worked, but the option in the Tools menu is still grayed out. Perhaps the Tools menu option to proforma is more glitchy?
