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How to import clients with ID2 file extension from thumb drive

Level 2

I received client files from another Lacerte preparer exported from their 2022 program.  The files have id2 extensions and are on a thumb drive.  When I go to 2022 program and select import clients, I only see file extension ty2.  How do I proceed with importing these clients into my 2022 program?

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1 Comment 1
Level 15

Ask the previous to use the Client > Backup (Ctrl + B) function in Lacerte to send you the files. They used windows copy and that will not do you any good. Alternatively they can email a client from the Client listing screen by highlight a client and using Client >  Send via e-mail. Ideally they should password protect the client before sending via e-mail. 

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