Backing up and restoring clients to USB or flash drive in Lacerte

This article will help you learn how to back up client files to a USB drive, flash drive, thumb drive or memory stick in Lacerte.

Running the Lacerte Backup tool from Lacerte Tool Hub

Step 1: Download and install the Lacerte Tool Hub

1. Close Lacerte.
2. Download the Lacerte Tool Hub Install file. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop).
3. Open the file you downloaded (lacertetoolhub_setup.exe).
4. Follow the on-screen steps to install and agree to the terms and conditions.
5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.
   

If you can't find the icon, do a search in Windows for Lacerte Tool Hub and select the program.

Click here for a visual aid

There is currently no tool available to automate the process of restoring your clients.

Restoring your clients

Follow these steps to restore your clients:

1. Connect the USB drive into the computer prior to launching Lacerte. If Lacerte is already running, close the Lacerte program.
2. Right-click and unzip the data backup file to the C: drive.
3. Open Lacerte.
4. Go to the desired tax module.
5. From the Client menu, select Restore.
6. In the Restore Clients window, click the Browse... button.
7. Locate and click on the USB drive letter, and then select OK.
8. Select the client(s) you want to restore.
9. Select OK in the Restore Clients window.