Re: I have a client on lacerte 2020 but it has not transfered on lacerte 2021 how to have that client show on list of clients in lacerte 2021 without having to create a new

George4Tacks · ‎03-13-2022

Is the 2020 client locked? If so back it up. Unlock it and then do the proforma again.

Here's wishing you many Happy Returns