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How to use Lacerte backup settings and options

SOLVEDby Intuit21Updated February 28, 2024

This article will help you backup your Lacerte program settings and restore your settings from a previous backup.

To backup your settings:

  1. From the Settings menu, select System File Path.
  2. Select Backup.
  3. Select Browse to choose the location to backup the settings and options.
  4. Select OK.

To restore your settings from a backup:

  1. From the Settings menu, select System File Path.
  2. Select Restore.
  3. In the Restore System File Path window, enter or select the location where the backup is, or select Browse to search for a location.
  4. Select OK.
  5. If System Files already exist you'll see a confirmation window asking you if you are sure you want to replace them. Select Yes to continue or No to quit.
  6. Select OK, close the program so the changes can take effect. You'll have to restart the program manually.

If the restore is done and you don't see your custom user options, such as fonts, colors, display columns etc:

  1. Close Lacerte.
  2. Browse to the OptionYY folder.
  3. Rename the OPINDEX file to OPINDEXOLD
  4. Open Lacerte again.

Items that are backed up or restored when using this feature:

Client LettersCustom Intangibles DatabasePreparer Information
Custom Mailing LabelsUser OptionsEmail & Communications
Custom ReportsTrustee Rights (network license only)Status Information
Print OptionsFirm InformationTables
Slip SheetsMacros

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