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R
Richmond
Level 2
January 22, 2021
Question

Deleting Clients

  • January 22, 2021
  • 1 reply
  • 13 views

How do I delete or inactivate clients in Lacerte.  Clients are not coming this year and want to remove them.

This topic has been closed for replies.

1 reply

D
dlmcferran
Level 4
January 22, 2021

On your clients list click on the client and then Control D.  Answer the questions and its gone. 

Dennis McFerran

RTRP, San Jose, CA

 

    R
    RichmondAuthor
    Level 2
    January 22, 2021

    thankyou

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