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Greta
Level 7
January 23, 2026
Solved

Why can't I transfer a specific client from 2024

  • January 23, 2026
  • 3 replies
  • 26 views

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.

Best answer by IRonMaN

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.

3 replies

ljr
ljr
Level 9
January 23, 2026

did you get the message transfer sucessful?

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

    G
    GretaAuthor
    Level 7
    January 23, 2026

    How do I "refresh" the home base?

    Jim-from-Ohio
    Jim-from-OhioIntuit Community Champion
    Intuit Community Champion
    January 23, 2026

    Maybe close program and open it back up

      IRonMaN
      IRonMaNAnswer
      Level 15
      January 23, 2026

      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.

      Slava Ukraini!
        kobe22
        kobe22
        Level 5
        January 24, 2026

        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.

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