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Level 1
March 5, 2022
Question

Lacerte Third party integration

  • March 5, 2022
  • 1 reply
  • 5 views

We use Caseware as our trial balance software and export an SB1 file that we then import into Lacerte for our business clients.  Starting a couple of days ago instead of importing numbers into the appropriate fields Lacerte tries to delete the old client file and create a new one from the import. This is a problem especially if we have a lot of depreciable assets.  Does anyone know how to fix this?

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1 reply

qbteachmt
Level 15
March 5, 2022

You posted in the end user forum. Try this topic:

https://proconnect.intuit.com/community/lacerte-sdk-group/bridge/gpm-p/206198

 

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