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- Re: how to import partner data to Lacerte 1065
how to import partner data to Lacerte 1065
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CMac3
Level 1
05-21-2024
11:47 AM
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how to import partner data from excel file into Lacerte 1065
1 Comment 1
DatabaseRobertL
Level 4
3 weeks ago
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Create an ODBC connection for the year/module that you want to work with, open the database file (likely Data2), and paste in as many new rows as you need to. MAKE CERTAIN to adjust the field in the Client Info/Data1 file for "# of partners" from <whatever it was> to account for your additions, or the program will throw an error.
Robert Kirk
LTUGtools
