PhoebeRoberts
Level 9
Level 9
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Proforma Descriptions inside the Ctrl+E popup means exactly that - you want the entered description to carry forward to the next year, so you can see the identical notes in the identical field next year.

Lacerte's estimates (either calculated or overriden in Screen 7.1) will proforma as memo entries to the next year's Screen 6. You'll get a diagnostic asking you to confirm payment dates and amounts, either by entering a 1 in the "1 = treat all "Voucher amount (memo)" entries as "Amount paid" entries or by entering actual payment amounts. For dates, either leave the field blank to treat them as paid when due, or enter actual payment dates.

There has been no change to this process in at least 15 years, so it's not clear to me why it didn't work for you last time.