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CMac3
Level 1
May 21, 2024
Question

how to import partner data to Lacerte 1065

  • May 21, 2024
  • 1 reply
  • 8 views

how to import partner data from excel file into Lacerte 1065

 

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    D
    DatabaseRobertLTUG
    Level 5
    December 1, 2024

    Create an ODBC connection for the year/module that you want to work with, open the database file (likely Data2), and paste in as many new rows as you need to.  MAKE CERTAIN to adjust the field in the Client Info/Data1 file for "# of partners" from <whatever it was> to account for your additions, or the program will throw an error.

     

    Robert Kirk 

    LTUGtools

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