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IntuitAlicia
Employee
March 7, 2022

Third-party Bridge File Functionality Issue Identified in Lacerte

  • March 7, 2022
  • 1 reply
  • 9 views

We've identified an issue with the latest release that has impacted importing bridge files from third-party vendors to Lacerte. The issue is easily identified as a pop-up message during the import process asking the user to replace the existing client

"Client number XXXX already exists on your current data path. Do you want to replace it"

When this message presents itself, select 'No'. Otherwise, it will overwrite existing data versus the expected merge.

We are currently working on an emergency release to correct this issue.

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1 reply

IntuitAlicia
Employee
March 7, 2022

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