How to update Lacerte client database with proper amounts when detail has changed

This article will help resolve issues when a change to the return is made in the detail tab and the amounts on the Clients list are not updating, or if the due date has changed and isn't showing or updating on the Clients list.

This usually occurs when a new column that displays amounts, is added to the Clients list.  To resolve this issue, update the database with the Update Client Database utility. This updates the values that are stored in the client database.

Follow these steps to process all clients:

Note: If any returns are locked, you’ll need to unlock them to perform this operation. Press F3 on your keyboard, or select the Client menu at the top of Lacerte and select Group Select.

1. Select the radio button for All Clients, then press OK. All clients should now be highlighted.
2. From the Client menu, select Update Client Database.
3. A progress bar will appear at the bottom of the program as each client is calculated. This may take several minutes, depending on how many clients you have. 

If any clients couldn’t be calculated, you’ll see an error message with each client number.

If changes have still not taken effect after updating client database, try re-indexing the database by running CLPack.  For information on running CLPack, click here.