Transferring clients

Forum|Forum|5 years ago
November 13, 2020
2 replies
16 views

an unknown error occurred while attempting to transfer (146)

What does this mean and how do you fix it?

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/transferring-clients/01/106314/highlight/false#M56243

seems to be an issue for some.

Too many bugs in these first releases to risk transferring clients in, Ive learned from experience to wait until January.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

O

Orlando11

Level 8

I'm sorry you ran ran into this Transfer (146) issue. It will be fixed ASAP. In the meantime, there's a workaround you might want to use if you have one or two of these.

1. Create a New Client

2. Choose File-> Transfer and select "Complete Transfer". Browse for the file you'd like to transfer.

If you have a lot you would probably want to wait a week or so until a fix goes out. Again, I'm sorry you ran into this issue and appreciate your patience.

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