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PythonicAccountant
Level 2
Jul 25, 2023 10:37 PM UTC
Question

Pro forma data disappear after data export from Sureprep

Right after i exported data from Sureprep to Lacerte, i noticed all the pro forma data in Lacerte such as partnerships' names and EINs, dependents' names and EINs were deleted.  

Have anyone had this issues?  How to fix this?

This topic has been closed for replies.

6 replies

George4Tacks
George4Tacks
Level 15
Jul 30, 2023 4:25 PM UTC

Ask Sureprep?

Contact Support https://proconnect.intuit.com/support/en-us/help-article/taxation/contact-lacerte-help/L4c6BR3CZ_US_en_US?uid=le1ln65y

Answers are easy. Questions are hard!
PythonicAccountantAuthor
Level 2
Jul 31, 2023 7:55 PM UTC

i contacted both support for Sureprep and Lacerte.  Neither provided any solution.  I am hopeless.

George4Tacks
George4Tacks
Level 15
Jul 31, 2023 8:08 PM UTC

Run proforma again. 

Do a backup of the file.

Import again.

If it repeats, I would repeat the first 2 steps and then use my keyboard to do all the input. 

Answers are easy. Questions are hard!
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