Lacert trial balance utility

[swortmancpa]

I need to re-import the trial balance for one of my clients using the Lacerte trial balance utility. I tried this once and it doubled all my entries in the return.

Is there a way to import so the old numbers are replaced by the correct ones?

[George4Tacks · Accepted solution]

I do not believe that there is a redo. Go to the prior year and do a new proforma to this year. That will give you a fresh return to work on. 

[swortmancpa]

I found that I can delete the trial balance and re-import. 

Thanks!