Level 2

Solved

2019 Lacerte dashboard keeps resetting itself

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Our 2019 Lacerte dashboards keep resetting. We lose all of our listed clients. Then I have to go back in and set it back to where it was originally set. Anyone else experiencing this?

Lacerte Tax

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George4TacksAnswer

Level 15

Find 2019 Lacerte Web Setup and make a shortcut to it on your desktop, or PIN to Taskbar. Instead of doing the update from the program (often buggy in how it works), click the 2019 Lacerte Web Setup and let it run. That generally, in my experience gives a cleaner update.

Run 2019 Lacerte Web Setup again, before wasting time with support.

If you call support and get a logical solution, please post it here.

Answers are easy. Questions are hard!

George4TacksAnswer

Level 15

Find 2019 Lacerte Web Setup and make a shortcut to it on your desktop, or PIN to Taskbar. Instead of doing the update from the program (often buggy in how it works), click the 2019 Lacerte Web Setup and let it run. That generally, in my experience gives a cleaner update.

Run 2019 Lacerte Web Setup again, before wasting time with support.

If you call support and get a logical solution, please post it here.

Answers are easy. Questions are hard!

jbatchAuthor

Level 2

Many thanks! Will give it a shot.

Level 2

Yes. This keeps happening to all of us at my office. The "solution" noted on this thread does not work. Not sure they understood what you meant.

Level 15

@User_61 post this link that speaks to where workstation settings are https://proconnect.intuit.com/community/lacerte-discussions/discussion/re-pre-filter-on-2019-individual-showing-and-and-and-can-t-see/01/52875/highlight/true#M10292

My comment was to ignore updates and use WebSetup each time a new update comes along. It is less buggy.

I just used Lacerte Tool Hub https://proconnect.intuit.com/community/help-articles/help/fix-common-problems-and-errors-with-the-lacerte-tools-hub/00/71892 because the DMS update did it's typical screw up all printing from Lacerte.

It has been a rough year.

Answers are easy. Questions are hard!