CecileCPA
Level 1
‎12-28-2020 05:00 PM

I have tried to update Lacerte DMS 2020 software. However, the 2020 folders are not populating in the software. Am I missing something? Has anyone else had any luck with this?

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George4Tacks
Level 15
‎12-28-2020 07:19 PM

You need to log onto "My Account" and download the new 2020 DMS. It is not just an update, but a new install. While in DMS, go to Help > About and you will see 19.1.3 if you are still using the "old" 2019 DMS. I have decided that I will not even try to install it until I really need it next year.  

 


Answers are easy. Questions are hard!
George4Tacks
Level 15
‎12-28-2020 07:22 PM

Here is how to add new folders, if they did not populate on their own. https://proconnect.intuit.com/community/help-articles/help/create-new-folders-for-all-clients-in-dms...

 


Answers are easy. Questions are hard!

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CecileCPA
Level 1
‎12-30-2020 12:38 PM

Thank you for this! I was on hold for over 2 hours and she did exactly that. Now it is working.

George4Tacks
Level 15
‎01-04-2021 08:48 AM

I finally bit the bullet today and loaded DMS 20.1 Right toward the end of the process you get Capture.JPG

You need to click OK to be the new 2020 folders installed. After you do that you are given a warning: 

 

capt.JPG 

Which you must decide how to answer

 


Answers are easy. Questions are hard!
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