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K
KSGIBB
Level 2
December 17, 2024
Question

Client Transfer Failing

  • December 17, 2024
  • 2 replies
  • 13 views

We went through the process of transferring our clients from 2023 to 2024 Lacerte. Got the confirmation of the transfer at the end of the whole process, but when we opened 2024 Lacerte, none of our clients are showing up. 

Anyone else having this issue? 

    This topic has been closed for replies.

    2 replies

    BobKamman
    BobKamman
    Level 15
    December 17, 2024

    Most people here would never think of transferring clients this early in the pre-season.  

      K
      KSGIBBAuthor
      Level 2
      December 17, 2024

      We've always done it mid to late-December, and Lacerte prompted the transfer today.

      BobKamman
      BobKamman
      Level 15
      December 17, 2024

      They must have needed you for the Beta test.  

        George4Tacks
        George4Tacks
        Level 15
        December 17, 2024

        Try again, but pay close attention to where they are going. Check the drive location.

        I agree with Bob - way to early to do this. Try just one to test out the new model.

        Answers are easy. Questions are hard!
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