ca-torrance
Level 1

Hi Community

Hoping I can get an answer from this group. We are acquiring a firm and we both use Lacerte. I want to merge their client files with ours on our server. Its a small data set, but lots of years to merge into ours. 

Has anyone done this and have a process they can share with me? I would greatly appreciate it. 

Thanks! 

 

 

0 Cheers