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- Re: Transferring clients from 2020
Transferring clients from 2020
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bboharski3
Level 2
01-24-2022
12:03 PM
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I've followed the instructions for transferring clients but only 3 out of 30 are transferring. Where are the others or do I need to individually save and transfer the ones that did not go over? I'm fairly new to the software. Any tips or help would be appreciated.
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Just-Lisa-Now-
Level 15
01-24-2022
12:07 PM
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When you hit the Transfer button, do you see the list of all 30 returns in the window?
I use Professional, so Im not sure if our Transfer screens are the same or not.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
bboharski3
Level 2
01-24-2022
03:55 PM
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No I don't see the 30 only 3
