BobM
Level 1

How to: delete a trial balance from lacerte trial balance import utility?

0 Cheers
George4Tacks
Level 15
Just a guess -
(a) delete the client and do a new proforma.
(b) do a 2nd import - it may overwrite the first or it may double up.

Someone else may have a better idea.

Answers are easy. Questions are hard!
abctax55
Level 15

I've always gone with option a...

HumanKind... Be Both