swortmancpa
Level 3
03-07-2021
07:31 PM
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I need to re-import the trial balance for one of my clients using the Lacerte trial balance utility. I tried this once and it doubled all my entries in the return.
Is there a way to import so the old numbers are replaced by the correct ones?
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George4Tacks
Level 15
03-08-2021
01:24 PM
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I do not believe that there is a redo. Go to the prior year and do a new proforma to this year. That will give you a fresh return to work on.
Answers are easy. Questions are hard!
swortmancpa
Level 3
03-09-2021
04:55 AM
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I found that I can delete the trial balance and re-import.
Thanks!
