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P
PythonicAccountant
Level 2
July 25, 2023
Question

Pro forma data disappear after data export from Sureprep

  • July 25, 2023
  • 1 reply
  • 5 views

Right after i exported data from Sureprep to Lacerte, i noticed all the pro forma data in Lacerte such as partnerships' names and EINs, dependents' names and EINs were deleted.  

Have anyone had this issues?  How to fix this?

This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
July 30, 2023

Ask Sureprep?

Contact Support https://proconnect.intuit.com/support/en-us/help-article/taxation/contact-lacerte-help/L4c6BR3CZ_US_en_US?uid=le1ln65y

Answers are easy. Questions are hard!
P
PythonicAccountantAuthor
Level 2
July 31, 2023

i contacted both support for Sureprep and Lacerte.  Neither provided any solution.  I am hopeless.

George4Tacks
George4Tacks
Level 15
July 31, 2023

Run proforma again. 

Do a backup of the file.

Import again.

If it repeats, I would repeat the first 2 steps and then use my keyboard to do all the input. 

Answers are easy. Questions are hard!
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