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laboheme
Level 2
May 20, 2020
Question

importing data from financial institution not connecting

  • May 20, 2020
  • 2 replies
  • 10 views

I tried clearing Internet Explorer after 90 minutes with Lacerte tech who doesn't know why. I don't get an error message. I am in Canada, I tried VPN that didn't solve the problem. I have the latest version of the software. I tried 1099 - DIV, and 1099 - B, and 1099 INT.

I am selecting Import Client Data from Accounts Now. 

Anything else to try? 

Thanks. 

This topic has been closed for replies.

2 replies

itonewbie
itonewbie
Level 15
May 21, 2020

Unless you have a whole lot of transactions or 1099's, it's not worth the time.

---------------------------------------------------------------------------------Still an AllStar
    L
    labohemeAuthor
    Level 2
    May 21, 2020

    Thanks, I do have a lot of transactions 100s. 

    George4Tacks
    George4Tacks
    Level 15
    May 21, 2020
    I agree with ITONewbie - You can enter the data manually much quicker than the 90 minutes spent, unsuccessfully trying to do the download. You can attach PDF for multiple stock sales.
    Answers are easy. Questions are hard!
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