How do you set up templates in Lacerte for frequently occurring items to avoid typing repeatedly?

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Best answer by George4Tacks

Settings > Table Editor > in the lower left corner is a check box for "Auto add to lists" - click that to get a check mark.

Now every entry to make in the program will store that data in the table, INCLUDING TYPOS!

Level 15

Settings > Table Editor > in the lower left corner is a check box for "Auto add to lists" - click that to get a check mark.

Now every entry to make in the program will store that data in the table, INCLUDING TYPOS!

Answers are easy. Questions are hard!

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