Answered: We use Lacerte and just bought a practice that uses Lacerte. What is the best way to bring over the purchased clients?

kjm · ‎12-16-2019

abctax55 · ‎12-16-2019

Back them up, from their computer/data base and restore from that back up to YOUR computer/data base. If there are duplicate client numbers, you'll have a problem tho.

HumanKind... Be Both

View solution in original post

abctax55 · ‎12-16-2019

Back them up, from their computer/data base and restore from that back up to YOUR computer/data base. If there are duplicate client numbers, you'll have a problem tho.

HumanKind... Be Both

We use Lacerte and just bought a practice that uses Lacerte. What is the best way to bring over the purchased clients?

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.