ca-torrance
Level 1
12-23-2022
03:48 PM
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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!
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