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Greta
Level 7
Jan 23, 2026 6:25 AM UTC
Solved

Why can't I transfer a specific client from 2024

I can open the client in 2024, but when I try to transfer him to 2025, his name does not appear in the homebase listing.

IRonMaN
IRonMaNAnswer
Level 15
Jan 23, 2026 3:15 PM UTC

If that doesn't work, open the client in 2024 to make sure it looks like the client file is good.  Then I would try making a copy of the client and see if the copy can be transferred.

Slava Ukraini!
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6 replies

ljr
ljr
Level 9
Jan 23, 2026 1:09 PM UTC

did you get the message transfer sucessful?

try refreshing the homebase if that doesn't work then try logging out and back in. 

    GretaAuthor
    Level 7
    Jan 23, 2026 1:18 PM UTC

    How do I "refresh" the home base?

    Jim-from-Ohio
    Jim-from-OhioIntuit Community Champion
    Intuit Community Champion
    Jan 23, 2026 1:20 PM UTC

    Maybe close program and open it back up

      IRonMaN
      IRonMaNAnswer
      Level 15
      Jan 23, 2026 3:15 PM UTC

      If that doesn't work, open the client in 2024 to make sure it looks like the client file is good.  Then I would try making a copy of the client and see if the copy can be transferred.

      Slava Ukraini!
        kobe22
        kobe22
        Level 5
        Jan 24, 2026 5:40 PM UTC

        Does your client have the same file name as someone else? If so, I will not transfer if you have already transferred the other client.  You will need to change the file name internally.

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