derrik
Level 1
12-09-2022
02:33 PM
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I have used Lacerte organizers and love them. Can I create something similar here somehow?
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6 Comments 6
George4Tacks
Level 15
12-09-2022
02:39 PM
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Have you converted your 2021 Lacerte returns to ProConnect yet?
Answers are easy. Questions are hard!
George4Tacks
Level 15
12-09-2022
02:43 PM
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Are these the instructions you found?
Be warned ProConnect is NOT Lacerte. The organizer will seem similar, but ...
Answers are easy. Questions are hard!
derrik
Level 1
12-09-2022
05:24 PM
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I should clarify that I used Lacerte with another firm before I went on my own. All my clients are used to the Lacerte organizers.
derrik
Level 1
12-09-2022
05:25 PM
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That is the directions I found. When I click on the view return drop down as it says the option I have for collect data is by Intuit Link.
derrik
Level 1
12-26-2022
04:08 PM
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Those are the instructions. When I go to the view returns tab, there is a Collect Data - Intuit Link option but no Collect data - PDF option.
sjrcpa
Level 15
12-27-2022
10:36 AM
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There is this:
The more I know, the more I don't know.