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Lacerte database vs practice mgmt vs QuickBooks vs intuit link

Level 2

We have an issue with the migration of Lacerte.  We have QuickBooks, used pro connect 2016 with intuit link, and outlook.  This year we started using Lacerte, practice mgmt and smart vault and intuit link for Lacerte. I have found my databases are a mess now I have duplicate clients all over, I have issues with organizers and can’t even convert all my clients into Lacerte. It seems none of the softwares now are working properly. Don’t even know where to start.  Any suggestions

thanks for helping this newbie

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1 Comment 1
Level 15

Try a log in at https://proconnect.intuit.com/lacerte/training/ to see what specialized support you might get.

Alternatively call Lacerte Support https://proconnect.intuit.com/community/taxation/help/how-to-contact-lacerte-for-help/00/4691 and be prepared for a lengthy time on the phone

Here's wishing you many Happy Returns
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