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How do you set up templates in Lacerte for frequently occurring items to avoid typing repeatedly?

kohat
Level 2
 
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George4Tacks
Level 15

Settings > Table Editor > in the lower left corner is a check box for "Auto add to lists" - click that to get a check mark. 

Now every entry to make in the program will store that data in the table, INCLUDING TYPOS! 

Related question - how to delete https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/table-editor/00/112561

You may also find these shortcuts helpful https://proconnect.intuit.com/community/tax-return/help/keyboard-shortcuts-for-lacerte/00/96376

 


Answers are easy. Questions are hard!

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1 Comment 1
George4Tacks
Level 15

Settings > Table Editor > in the lower left corner is a check box for "Auto add to lists" - click that to get a check mark. 

Now every entry to make in the program will store that data in the table, INCLUDING TYPOS! 

Related question - how to delete https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/table-editor/00/112561

You may also find these shortcuts helpful https://proconnect.intuit.com/community/tax-return/help/keyboard-shortcuts-for-lacerte/00/96376

 


Answers are easy. Questions are hard!