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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.
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- transferring 2019 data
transferring 2019 data
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Lawnet
Level 1
03-09-2021
06:46 PM
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I have tried several times to transfer clients from 2019. when I open 2020 none of my clients appear. code 004
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tejd
Level 1
03-09-2021
06:50 PM
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Had a somewhat similar situation where I Proformd my clients to 2020 from Lacerte 2019, but when I opened 2020, only the individual clients would show up, no corporate. I downloaded 2020 Lacerte one more time and updated both 2019 and 2020 software's before proceeding to Proforma again. At this point when I opened Lacerte 2020, all the clients were there. Hope it helps!
