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importing data from financial institution not connecting

daniel-j-morton
Level 1

I tried clearing Internet Explorer after 90 minutes with Lacerte tech who doesn't know why. I don't get an error message. I am in Canada, I tried VPN that didn't solve the problem. I have the latest version of the software. I tried 1099 - DIV, and 1099 - B, and 1099 INT.

I am selecting Import Client Data from Accounts Now. 

Anything else to try? 

Thanks. 

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3 Comments 3
itonewbie
Level 15

Unless you have a whole lot of transactions or 1099's, it's not worth the time.

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Still an AllStar
George4Tacks
Level 15
I agree with ITONewbie - You can enter the data manually much quicker than the 90 minutes spent, unsuccessfully trying to do the download. You can attach PDF for multiple stock sales.

Answers are easy. Questions are hard!
daniel-j-morton
Level 1

Thanks, I do have a lot of transactions 100s. 

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