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Transferring Clients

Level 2

Getting an "unknow error while attempting to transfer clients (146)" from 2019 to 2020. Approximately  95% transferred correctly.

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4 Comments 4
Level 15
Level 15

youre not the only one.  



Ive learned from experience its WAY too soon to transfer clients into the new software, way too many bugs to be worked out.  I wait until January.

Level 1

I successfully transferred 346 out of 347 clients, but one didn't with error code 146. I went back into 2019 file and sanitized file, and also opened it and reviewed for anything unusual.  Not resolved.

0 Cheers
Level 8

I have the same error message. Almost all files transferred fine except for about 10 files. Called tech support - told to check that my computer is updated (it was) and told to google the error message for instructions. I did that also and nothing worked. I realize it is "Beta" but I use the checklists from Proseries to go with my year end mailing. Hopefully when I call next week they will have a better answer.

0 Cheers
Intuit Alumni

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.