
Backing up client files in Lacerte
by Intuit•7• Updated 1 month ago
The best way to ensure the protection of client data is to create backups on a regular basis. You can use the LacerteBackup and Restore functions when transferring client files between computers and between subdirectories on one computer. However, you may also perform your normal system backup procedures (tape backup, etc.) to protect against system crashes.
Follow these steps to back up your clients in Lacerte Tax:
- Select the Clients tab (to view the list of your clients).
- Select the Clients to backup.
- Select Client.
- Select Backup.
- Type the data path for the backup or click Browse to find an existing directory.
- The destination can be a local hard drive, a removable drive (i.e. USB flash drive), or a network drive. (The drive letter of an external drive can differ from computer to computer.)
- Select OK to begin the backup.
If the client already exists in the destination directory, the program asks you if you want to replace the existing client with the one being backed up.
- To replace the client or group of clients, select either Yes or Yes to All.
- To keep the original client and cancel the backup, select No or Cancel.
Video tutorial: