Richmond
Level 2
02-01-2021
07:54 AM
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We have an issue with the migration of Lacerte. We have QuickBooks, used pro connect 2016 with intuit link, and outlook. This year we started using Lacerte, practice mgmt and smart vault and intuit link for Lacerte. I have found my databases are a mess now I have duplicate clients all over, I have issues with organizers and can’t even convert all my clients into Lacerte. It seems none of the softwares now are working properly. Don’t even know where to start. Any suggestions
thanks for helping this newbie
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