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Richmond
Level 2
Jan 22, 2021 5:39 PM UTC
Question

Deleting Clients

How do I delete or inactivate clients in Lacerte.  Clients are not coming this year and want to remove them.

This topic has been closed for replies.

2 replies

dlmcferran
Level 4
Jan 22, 2021 5:43 PM UTC

On your clients list click on the client and then Control D.  Answer the questions and its gone. 

Dennis McFerran

RTRP, San Jose, CA

 

    RichmondAuthor
    Level 2
    Jan 22, 2021 6:22 PM UTC

    thankyou

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