Why can't I transfer a specific client from 2024

[Greta]

I can open the client in 2024, but when I try to transfer him to 2025, his name does not appear in the homebase listing.

[ljr]

did you get the message transfer sucessful?

try refreshing the homebase if that doesn't work then try logging out and back in. 

[Greta]

How do I "refresh" the home base?

[Jim-from-Ohio]

Maybe close program and open it back up

[ljr]

be on homebase on the top bar go to homebase and one of the drop downs is fresh view - think you can F5 from there as well

[IRonMaN · Accepted solution]

If that doesn't work, open the client in 2024 to make sure it looks like the client file is good.  Then I would try making a copy of the client and see if the copy can be transferred.

[kobe22]

Does your client have the same file name as someone else? If so, I will not transfer if you have already transferred the other client.  You will need to change the file name internally.