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- Re: Preparing the client letter.
Preparing the client letter.
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kayercpa
Level 1
01-05-2021
12:59 PM
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I have 4 client letters for different purposes. Can I use word and import them into the Lacerte Client Letter.
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George4Tacks
Level 15
01-05-2021
01:10 PM
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Yes, BUT
You will still need to mess with formatting. Bitmaps are buggy. Some fonts may not work with Lacerte.
Open the default letter > Highlight verbage portion (you probably should keep the Dear, line and everything above > Press delete > Go to word and use Ctrl + A and Ctrl + C to copy > return to the default letter and use Ctrl +Z to paste > Edit a bit > Save As your description for Purpose 1. REPEAT
Good luck. There is an update expected later this week to correct some issues with the letter, so I would wait for the update before spending too much time. I print a few to pdf to see how they look before I begin wasting paper.
Answers are easy. Questions are hard!
