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Level 1
December 7, 2019
Solved

The client letters from last year did not roll over. What can I do to get them?

  • December 7, 2019
  • 1 reply
  • 5 views
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Best answer by George4Tacks

Settings > Transfer prior year settings, then select what you want from the list. 

https://proconnect.intuit.com/community/help-articles/help/transfer-options-settings-client-letters-invoices-and-slip/00/3351

1 reply

George4Tacks
Level 15
December 7, 2019

Settings > Transfer prior year settings, then select what you want from the list. 

https://proconnect.intuit.com/community/help-articles/help/transfer-options-settings-client-letters-invoices-and-slip/00/3351

Answers are easy. Questions are hard!
Level 2
March 26, 2021

What if my Lacerte applications have been moved to a new server.  What folder do I need to copy or what manual process do I need to perform to transfer all my custom client letters from old instance to new instance?