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Level 1
December 16, 2019
Solved

We use Lacerte and just bought a practice that uses Lacerte. What is the best way to bring over the purchased clients?

  • December 16, 2019
  • 1 reply
  • 7 views
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Best answer by abctax55

Back them up, from their computer/data base and restore from that back up to YOUR computer/data base.  If there are duplicate client numbers, you'll have a problem tho.

1 reply

abctax55
abctax55Answer
Level 15
December 16, 2019

Back them up, from their computer/data base and restore from that back up to YOUR computer/data base.  If there are duplicate client numbers, you'll have a problem tho.

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