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swortmancpa
Level 3
March 8, 2021
Solved

Lacert trial balance utility

  • March 8, 2021
  • 1 reply
  • 0 views

I need to re-import the trial balance for one of my clients using the Lacerte trial balance utility. I tried this once and it doubled all my entries in the return.

Is there a way to import so the old numbers are replaced by the correct ones?

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Best answer by George4Tacks

I do not believe that there is a redo. Go to the prior year and do a new proforma to this year. That will give you a fresh return to work on. 

1 reply

George4Tacks
George4TacksAnswer
Level 15
March 8, 2021

I do not believe that there is a redo. Go to the prior year and do a new proforma to this year. That will give you a fresh return to work on. 

Answers are easy. Questions are hard!
S
swortmancpaAuthor
Level 3
March 9, 2021

I found that I can delete the trial balance and re-import. 

Thanks!

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