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fayefarid
Level 1
May 31, 2020
Question

When I log to Lacerte, I only see sample clients set up in the program. How do I switch to see my clients?

  • May 31, 2020
  • 1 reply
  • 7 views
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1 reply

abctax55
abctax55
Level 15
May 31, 2020

Check/change your data path (top menu bar - under settings > options  > set-up)

edit.... and you do NOT need to ask twice, especially since George gave you the correct answer an hour before you posted this one.

https://proconnect.intuit.com/community/lacerte-discussions/discussion/i-only-see-sample-clients-how-do-i-change-the-setting-to-see/00/87328

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