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okonskae
Level 2
March 19, 2025
Question

Lock Client

Anyone know if Tech Support is aware of any issues regarding locking and unlocking clients in Lacerte? Keep getting an error when trying to lock or unlock a client in Client Status that client is currently in use. I don't have time for extra steps.

    This topic has been closed for replies.

    3 replies

    robmotty
    Level 2
    March 19, 2025

    I am having the same problem. I found a workaround if you go to client tab in top left and lock from there. I have not contacted support for a solution.

    WAAZCPA2762
    Level 3
    March 21, 2025

    I had a problem locking an Scorp return, keep getting that error that the file was being used.  I did call Tech Support and they are aware of the issue, and they gave me that work around you mention.  

      sjrcpa
      sjrcpa
      Level 15
      March 19, 2025

      They are aware

      https://accountants.intuit.com/community/lacerte-tax-discussions/discussion/not-able-to-lock-return-since-lastweek/00/323165

      The more I know the more I don’t know.
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