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How do you edit client name in Lacerte? Not the number or letter but the actual client name for both business and personal clients. Thanks!
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Detail, Screen One = all you'll ever want to enter about a client name, ID#, address, etc, etc.
IF you've already REP'd the client, changing the name will result in the need to do so again. BUT, unless the ID # changed, there shouldn't be a charge. If there is, you'll have to contact customer support.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
