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how to copy multiple tax files from a flash drive to my new laptop?

joe7230
Level 2
copied my tax files onto a flash drive and now want to copy them onto my new laptop
0 Cheers
4 Comments 4
George4Tacks
Level 15

Highlight all the files Clients > use Ctrl + B to Backup to the flash drive

On the new computer > use Ctrl + R to Restore (Highlight all the files Clients from the flash drive

All of the steps are in this article https://accountants.intuit.com/support/en-us/help-article/download-products/install-lacerte-new-comp...

Edited to clarify what to copy from the program and not from the directories. Thank you @abctax55 


Answers are easy. Questions are hard!
abctax55
Level 15

@joe7230 

Follow George's instructions to back-up/restore.

Copying client files doesn't work in Lacerte as there are 8 or so actual files per client.

Alternatively, you *can* copy/paste the idata/pdata/sdate etc folders if you are conversant in file explorer and the appropriate Lacerte data path(s).

HumanKind... Be Both
abctax55
Level 15

YVW - Mr. Tacks 😉

And FWIW, if you use the ToolHub > Data  - it backs up all the x.data folders for you.

HumanKind... Be Both
George4Tacks
Level 15

Income Tacks.jpg Just a bit of history of my inspiration for my name - I had a packet of these  when they first came out and I see them on E-Bay for about $10. 

I also had a packet of these Sneak a Tacks.jpg and they are on E-Bay for about $50. Unfortunately I clean house a few decades ago and away they went. 


Answers are easy. Questions are hard!