Richmond
Level 2

How do I delete or inactivate clients in Lacerte.  Clients are not coming this year and want to remove them.

0 Cheers
dlmcferran
Level 3

On your clients list click on the client and then Control D.  Answer the questions and its gone. 

Dennis McFerran

RTRP, San Jose, CA

 

Richmond
Level 2

thankyou