Transfer client from 2019 to 2020

Forum|Forum|5 years ago
February 21, 2021
1 reply
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I tried to transfer the clients from 2019 to 2020 in Lacerte 2019 "Tool"-> "Transfer Clients", but nothing happening. Please help!

Lacerte Tax

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K

Karl

Intuit Community Champion

I'm sorry Eunice, that's so frustrating.

Unfortunately, since it does sound like you're taking the right steps, you will probably need to either call of e-mail tech support. I just realized that e-mail is an option through the Lacerte software. Tools>Communications>Service Requests/Lacerte Email

Unfortunately, neither option is quick. Phone has long hold times and e-mail says expect two business days for a reply.

One thought: I usually use the shortcut button rather than going through the tools menu. I doubt that would solve your issue, but since it'd be quick, it's worth a shot.

Also make sure you've downloaded and installed the latest batch of updates that came out.