cpainsandiego
Level 1
01-16-2021
01:26 PM
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Only one account is present (old firm.) I think I need to approach Lacerte from a new angle.
Let's say I had a stand alone Lacerte account with firm A. On the 1st of January I moved my entire practice to firm B. Firm B also uses Lacerte. I need to integrate these prior year Lacerte files with firm B, i.e. need Lacerte to change the firm info from firm A to firm B on all prior years. Maybe then firm B Lacerte will download onto my computer correctly. Sound reasonable?