Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Intuit
Virtual · Free
Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
Free CPE/CE
Intuit
Virtual · Free
Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
Free CPE/CE
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- transferring a existing client from previous year
transferring a existing client from previous year
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Atticus
Level 1
05-18-2020
11:21 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
trying to transfer a client from previous year to current but I can't!! I see the client in the previous year but when I ask to transfer their name is not for me to transfer
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
The-Tax-Lady
Level 9
05-18-2020
07:25 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Double check the actual file name by opening it. Then you will be able to find it.
This is the first year I did not transfer the entire client base and I've had to open quite a few prior year files and found some surprising actual file names. They're all there, some are just in disguise. 🙂
