Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- proforma single client
proforma single client
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
California CPA
Level 1
06-27-2020
05:39 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
abctax55
Level 15
06-27-2020
07:06 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You proforma FROM 2018 *to* 2019.
If that is what you are trying to do and 'proforma' is greyed out in 2018, that means the program isn't updated. Go to tools, and update to see if any are available.
HumanKind... Be Both
