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Level 2
October 13, 2021
Question

changing computer holding Lacerte programs

  • October 13, 2021
  • 1 reply
  • 10 views

I have used Lacerte software since 1993.   At our office, I am the only one using Lacerte software doing about 20 tax returns annually and paying with REP format.   The main office computer (peer to peer network) is being replaced.   I forget from the last time we bought a new "server" whether I had to download as many old years software and then copy the data files or if there is a way to "move / copy" the programs and files to the new hard drive.   Any suggestions  you can offer from successful prior experience is greatly appreciated.  

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1 reply

George4Tacks
Level 15
October 13, 2021

The most important thing is to make a backup of all of the client files on some portable media, preferably more than one media (such as memory sticks). https://proconnect.intuit.com/community/download-products/help/installing-lacerte-on-a-new-computer-standalone/00/3516 outlines moving to a new computer. 

Expect to spend a good deal of time doing this process. 

Answers are easy. Questions are hard!
oldtaxmanAuthor
Level 2
October 18, 2021

thank you