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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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.
No I don't see the 30 only 3
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