Level 3

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Transferring clients from 2019 to 2020 ProSeries

Forum|Forum|5 years ago
November 13, 2020
19 replies
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I have installed the new 2020 ProSeries program. When I transferred my clients from 2019 ProSeries to 2020 ProSeries more than 100 of 300+ client files did not transfer. No explanation given. Any comments?

ProSeries Professional

This topic has been closed for replies.

Best answer by abctax55

My comment would be read the other threads stating that it is WAY to early to transfer clients. The program was just released today. There are bugs. There will be updates.

abctax55Answer

Level 15

My comment would be read the other threads stating that it is WAY to early to transfer clients. The program was just released today. There are bugs. There will be updates.

HumanKind... Be Both

W

wlb-76063Author

Level 3

Thank you for your comments. I assumed as much but did not find any posts regarding this issue so I thought I'd ask.

abctax55

Level 15

Absolutely nothing wrong with asking..... The wealth of experience available from those here who have tried it & found out it's a bad idea is very valuable.

HumanKind... Be Both

Just-Lisa-Now-

Intuit Community Champion

Are they returns with multiple states? You may not be able to transfer those until the state modules become available. EDIT: No I just checked this, it pulls over no matter the state.

You really shouldnt transfer anything but some tester sample files yet

Each year there are issues with returns that get transferred in before January...certain things dont carry over as they should and you end up having to delete everyone and re-transfer.

(Ive got a few dummy files and my own that I transfer in early, I generally end up deleting my own and re-transferring it back in January.)

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Accountant-Man

Level 13

I transfer in November but just for organizers. I learned a long time ago no returns until January.

** I am "Elevating with Intention!"

IRonMaN

Level 15

Look on the bright side - at least you won’t have to re-transfer those 100 in January when you find out about all of the bugs contained in files that were transferred early. It happens every year and based on how 2020 has been playing out, you can be assured it will happen again with this years program.

Slava Ukraini!

S

Skylane

Intuit Community Champion

@Accountant-Man i gave up on organizers years ago.... found i was only getting about 80% returned... normally I wouldn't complain but I found that 90% of those returned were unopened in the bottom of the shopping bag.

If at first you don’t succeed…..find a workaround

Accountant-Man

Level 13

Skylane, I get a bigger bunch back, maybe 50% completed in some fashion. Several years ago I gave $20 gift cards to whomever completes the Org AND pays up front.

I do it every so often. I gave out 100 cards that first year.

** I am "Elevating with Intention!"

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