. How do I get the rest of my clients to proforma?? . About a third of them transferred.

[abctax55 · Accepted solution]

Search for the several discussions on this issue.

1) locked returns?

2) Non cash charitable contributions with wonky characters 

[abctax55]

Here's just one with a lot of suggestions:

https://accountants-community.intuit.com/questions/1783341-i-cannot-transfer-a-client-to-2018-due-to...

[Kathietax]

I had to unlock the returns and choose " use settings from last time" before the rest would transfer!

[mojocpa]

I have had to unlock and view the form then proforma at least 25 so far. Oh and then relock the returns. RPITA