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Data conversion using C Drive

Stupid
Level 1

The data conversion process requires that a data conversion file be used on the C Drive.  We are in a cloud environment and the C Drive is not a drive we have access to.  Any ideas on a work around?  Support says there is no way to change the C Drive to another drive.

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3 Comments 3
TaxGuyBill
Level 15

My first thought is that you need to download the files to your C drive.  Do the conversion, then upload them back into the cloud.

Stupid
Level 1

The C Drive is locked down and in-accessible to the locate machine.  Lacerte appears to be hard coded to look at C only.  I need Lacerte to move the location off the C Drive or my cloud service to open the C Drive for my use.  I have a large depreciation schedule I need to convert from Ultra-tax. 

Like wise if a Lacerte user would convert the files for me I will gladly pay a handsome fee. 

 

 

Glenn 

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George4Tacks
Level 15

Just guessing - install Lacerte 2020 on a local drive on a non network computer https://proconnect.intuit.com/community/download-products/help/how-to-download-next-year-s-lacerte-p...

Do the conversion there. Then upload that date to the online version. I don't use the online, so just an educated guess. 

If you are unable to do this, or it fails, you will need to contact support. https://proconnect.intuit.com/community/taxation/help/how-to-contact-lacerte-for-help/00/4691

I do know that once you do the conversion to 2020, you need to carefully review depreciation and state information for accuracy. Once you get things aligned you should go to Screen 3 and remove the check mark for Converted client (proforma use only) this is right above the break for Organizer Miscellaneous. This is for Individual only. 


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