Transferring clients

[pmlovitz]

an unknown error occurred while attempting to transfer (146)

What does this mean and how do you fix it?

[Just-Lisa-Now-]

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/transferring-clients/01...

seems to be an issue for some.

Too many bugs in these first releases to risk transferring clients in, Ive learned from experience to wait until January. 

[Orlando]

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.