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Level 1
March 5, 2022
Question

Lacerte Third party integration

We use Caseware as our trial balance software and export an SB1 file that we then import into Lacerte for our business clients.  Starting a couple of days ago instead of importing numbers into the appropriate fields Lacerte tries to delete the old client file and create a new one from the import. This is a problem especially if we have a lot of depreciable assets.  Does anyone know how to fix this?

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1 reply

qbteachmt
Level 15
March 5, 2022

You posted in the end user forum. Try this topic:

https://proconnect.intuit.com/community/lacerte-sdk-group/bridge/gpm-p/206198

 

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