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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
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- import new clint info from prior accountant dvd lecerte
import new clint info from prior accountant dvd lecerte
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ralpholliff
Level 1
01-25-2020
12:25 PM
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how to import to lacerte
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abctax55
Level 15
01-25-2020
01:17 PM
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Your question isn't completely clear - I'm guessing you have a DVD from the prior preparer that contains some kind of *lecerete* files.
Here's my post from a recent thread on the same question:
A Lacerte client consists of 8 (I think..more or less) different folders.
The prior preparer needs to give you a full backup (from the backup/restore function) , OR actually email the file to you (done from the 'Client' tab at the very top of the page (not the 'Clients tab on the second menu line...).
HumanKind... Be Both
