Answered: When will the Proforma feature be available to transfer client data from 2017 to 2018?

jdreivers · ‎12-06-2019

After installing the 2018 program in Lacerte, I attempted to proforma my clients from 2017 to 2018. A box popped up, reading: "This feature will be available when the Proforma/Organizer update is released later in 2018."

mojocpa · ‎12-06-2019

Are you proforma ing 2018 from 2017 program? If so, have you updated recently? Our version for 2017 is 38-1112.

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mojocpa · ‎12-06-2019

Are you proforma ing 2018 from 2017 program? If so, have you updated recently? Our version for 2017 is 38-1112.

AshleyatIntuit · ‎12-06-2019

The proforma capability is there, please update your 2017 to the proforma release, and you should be good to go.

When will the Proforma feature be available to transfer client data from 2017 to 2018?

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