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Level 1
February 15, 2020
Solved

Lacerte auto changing text entry

  • February 15, 2020
  • 1 reply
  • 15 views

Entering broker name field.  In other returns this name has been entered as "SCHWAB".  Trying to enter "Schwab".  Previously could just tack a space on the end to defeat program changing my entry.  Now keeps changing entry to all upper case, ignoring trailing spaces.  How can I turn off this program interference?

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Best answer by George4Tacks

Settings > Table Editor > This is where all those annoying mispelings and mixed upper case and wrong EIN"s live. You should edit that table on a regular basis. 

You can also click on the offending item and produce a list, click on one in the list and select modify. 

1 reply

George4Tacks
Level 15
February 16, 2020

Settings > Table Editor > This is where all those annoying mispelings and mixed upper case and wrong EIN"s live. You should edit that table on a regular basis. 

You can also click on the offending item and produce a list, click on one in the list and select modify. 

Answers are easy. Questions are hard!