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IMSNORTHWEST
Level 2
August 25, 2022
Question

Troubleshooting Transferring prior years data

  • August 25, 2022
  • 2 replies
  • 12 views

Troubleshooting Transferring prior years data

Transfer appears to complete without error

No prior years data found in target year

This topic has been closed for replies.

2 replies

PhoebeRoberts
PhoebeRobertsIntuit Community Champion
Intuit Community Champion
August 26, 2022

The directory your prior-year proforma process is pointing to is not the same directory as your current-year Lacerte installation is looking in.

If that doesn't solve your issue, you've got plenty of room for complete sentences and more detail. 🙂

    I
    IMSNORTHWESTAuthor
    Level 2
    August 29, 2022

    Complete sentences  😉

    Made my day!

    Paths appear correct. 

    The import from prior year process appears to proceed without GUI error message.

    Do you know is there a Log sequestered somewhere that may reveal the cause?

     

    abctax55
    abctax55
    Level 15
    August 26, 2022

     What @PhoebeRoberts said....

    Do the proforma process again and take notes as to *where* the data is pointing.  Then go to settings (in the year you transferred TO) > Options  > Set Up and point that data path to the *where*.

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