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Always try a hard reboot; it often solves the problem.
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Always try a hard reboot; it often solves the problem.
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Lacerte should have someone to hold your had through this first year. https://proconnect.intuit.com/lacerte/getting-started/ Please come here for questions, but also bug the hell out of the support staff assigned to you. We are just other users and many of us never did a conversion, or if we did it was decades ago.
I do know that once you convert to 2017, you should be able to process 2017 and be sure things match up. When they match up, go to Screen 3 and look for a check mark at the bottom of the first section - Converted client (proforma use only) Remove the check mark. This will allow for a more exact proforma process from 2017 to 2018. Especially confirm the depreciation and the state return.
Welcome to Lacerte. We hope you have many happy returns.
Answers are easy. Questions are hard!