Client Transfer Failing

[KSGIBB]

We went through the process of transferring our clients from 2023 to 2024 Lacerte. Got the confirmation of the transfer at the end of the whole process, but when we opened 2024 Lacerte, none of our clients are showing up. 

Anyone else having this issue? 

[BobKamman]

Most people here would never think of transferring clients this early in the pre-season.  

[KSGIBB]

We've always done it mid to late-December, and Lacerte prompted the transfer today.

[BobKamman]

They must have needed you for the Beta test.  

[George4Tacks]

Try again, but pay close attention to where they are going. Check the drive location.

I agree with Bob - way to early to do this. Try just one to test out the new model.

[abctax55]

You can turn off that 'prompt' (click on *don't show me that never, ever, no way, again*).

1) I turn it off for ALL modules to avoid that nasty issue down the road when some lowly assistant mistakenly re-proforma's ALL clients in March & overwrites all the work done during tax season.  Of course, you'd be able to restore everything from your recent, clean backup but that's still messy & time consuming.

2) I have a five digit Lacerte customer number - so I've been using the software for a while ;-).   LISTEN to those telling you it is way too early to transfer all clients.  You'll regret it.  I only transfer the handful I need to do year-end projections.  I change the client number to xx24PRJ.  Sometime in mid-to-late January I then transfer all clients with their historical client number.

[BobKamman]

Are you telling me, when Intuit says JUMP, I shouldn't ask HOW HIGH?

[abctax55]

@BobKamman .. nope.  I wouldn't ask 'how high'.  In fact, I tend to use very different language with Intuit 😉