sollarsfred
Level 1
‎02-24-2020 11:55 AM

How do I backup client files?

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0 Cheers
User FIDO 61
Level 8
‎02-25-2020 08:49 AM

Help article linked below has detail. Shortcut → Select client> Client menu > Backup 

Backing Up Client Files in Lacerte

♫ So if you ask me and I don't tell you
Bet your sweet bottom dollar I lied ♪