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K
kb3byu
Level 3
January 24, 2021
Question

Can I import custom database reports from last year into the current year?

  • January 24, 2021
  • 1 reply
  • 12 views
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1 reply

L
lshCPA
Level 3
February 23, 2021

There is an option to transfer letters under settings, transfer prior year settings.  I'm not sure if the option to copy the "client letters" includes the database reports.  I would try that first but I don't want to test it by messing up my letters at this point.

 

I have copied the database reports forward manually.  Go to your ?:\lacerte\19tax\options19\ folder and copy your TMLT*.* to ?:\lacerte\20tax\options20\ folder.

 

Rename the extension  TMLTR*.*w0  on each TMLTR file

 

 

 

K
Kathleen1
Level 5
February 8, 2023

Is there still no resolution to this issue?  I'm not sure why the custom database reports can't be transferred just like filters and user options, or have they fixed this?

I
IntuitLisaI
Level 4
February 13, 2023

Hi Kathleen1 - per some investigation it does not appear that custom database reports can be transferred. If you haven't already, or it's not already there, feel free to post this to the idea board. Thanks!   

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