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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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Lacerte Third party integration
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Holmes
Level 1
03-05-2022
02:42 PM
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We use Caseware as our trial balance software and export an SB1 file that we then import into Lacerte for our business clients. Starting a couple of days ago instead of importing numbers into the appropriate fields Lacerte tries to delete the old client file and create a new one from the import. This is a problem especially if we have a lot of depreciable assets. Does anyone know how to fix this?
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qbteachmt
Level 15
03-05-2022
04:37 PM
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You posted in the end user forum. Try this topic:
https://proconnect.intuit.com/community/lacerte-sdk-group/bridge/gpm-p/206198
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Don't yell at us; we're volunteers
