2020 DMS download

4 replies
37 views

I have tried to update Lacerte DMS 2020 software. However, the 2020 folders are not populating in the software. Am I missing something? Has anyone else had any luck with this?

Document Management System

This topic has been closed for replies.

George4TacksAnswer

Level 15

Here is how to add new folders, if they did not populate on their own. https://proconnect.intuit.com/community/help-articles/help/create-new-folders-for-all-clients-in-dms/00/4713

Answers are easy. Questions are hard!

George4Tacks

Level 15

You need to log onto "My Account" and download the new 2020 DMS. It is not just an update, but a new install. While in DMS, go to Help > About and you will see 19.1.3 if you are still using the "old" 2019 DMS. I have decided that I will not even try to install it until I really need it next year.

Answers are easy. Questions are hard!