Re: transfer 2019 client to 2020

tbryant · ‎11-22-2020

All but one clients transferred to 2020. how to transfer

George4Tacks · ‎11-22-2020

Wait patiently for the program to really be ready to use. I would expect ProConnect Tax to lag a bit behind the Lacerte release dates https://proconnect.intuit.com/community/product-delivery/help/lacerte-release-dates/00/102913
Generally it is NOT a good idea to expect the software to work properly this early in the pre-season.

Answers are easy. Questions are hard!

tbryant · ‎11-23-2020

Are you suggesting that software problem is the reason only one of the client’s 2019 data was not transferred to 2020?.

IRonMaN · ‎11-23-2020

Sure sounds that way. But for the record, only the truly brave transfer files this early. Intuit is now known to have software that runs like clockwork in November.

Slava Ukraini!

George4Tacks · ‎11-23-2020

Did that person die in 2019? Was the file locked?

Answers are easy. Questions are hard!

transfer 2019 client to 2020

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