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lancermc
Level 4
November 21, 2024
Question

Lacerte Link

  • November 21, 2024
  • 1 reply
  • 2 views

Dumb dumb here forgot how to migrate clients from Link 2023 to 2024. It must be easy I just cannot find how.

    This topic has been closed for replies.

    1 reply

    George4Tacks
    George4Tacks
    Level 15
    November 21, 2024

    1. DON'T DO IT YET. The software is not yet ready for prime time. I often wait until next year when I am ready to meet with the client.

    2. Start in the 2023 program.  https://accountants.intuit.com/support/en-us/help-article/manage-client/using-proforma-wizard-transfer-client-files-year/L3cCK8C2b_US_en_US?uid=m3rvwnd9$srcG4T

    EDIT - I missed LINK, so my answer is not applicable

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