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zeavran
Level 1
January 9, 2024
Question

Transferring Lacerte files in bulk from one accountant to another

  • January 9, 2024
  • 1 reply
  • 5 views

I purchased a tax practice and they use Lacerte. What is the best way to transfer their client files to my Lacerte database?

Thanks in advance!

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1 reply

George4Tacks
George4Tacks
Level 15
January 10, 2024

From purchased practice use Lacerte backup to a portable device.

In your practice use Lacerte restore from the portable device

 

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