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Transferring clients from 2020

bboharski3
Level 2

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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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15

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

No I don't see the 30 only 3

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