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Level 2
March 27, 2022
Solved

file mapping

  • March 27, 2022
  • 2 replies
  • 22 views

I downloaded the 20 tax program to a different computer.  I copied the IDATA files on my backup to the 20 tax folder.  When I open the 20tax program and pull up a client there are some red dots on the client page and when I look at the forms tab no information populates on the forms.  Is there a step I need to do to have the 20 year work? 

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Best answer by sjrcpa

I think you need more than the IDATA files.

A better way to transfer data is to back it up thru Lacerte on the old computer and then restore it thru Lacerte on the new computer.

2 replies

Level 10
March 27, 2022

Mapping data and files requires being very thorough and complete and precise. I have had to do it.  I can't tell you anything other than that.

If you can reach Rebecca at tech support she will be able to help. She is smart and knowledgeable. I don't know how to reach particular people in tech support.

bill_mdAuthor
Level 2
March 29, 2022

Thank you for your reply.  I have talked to Rebecca. 

sjrcpa
sjrcpaAnswer
Level 15
March 27, 2022

I think you need more than the IDATA files.

A better way to transfer data is to back it up thru Lacerte on the old computer and then restore it thru Lacerte on the new computer.

The more I know the more I don’t know.
abctax55
Level 15
March 27, 2022

You can copy/paste the idata FOLDER - not just the idata file.  Each client's data consists of 4-6 actual files.

 

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