BobM
Level 1
‎01-03-2020 11:58 AM

How to: delete a trial balance from lacerte trial balance import utility?

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George4Tacks
Level 15
‎01-03-2020 12:10 PM
Just a guess -
(a) delete the client and do a new proforma.
(b) do a 2nd import - it may overwrite the first or it may double up.

Someone else may have a better idea.

Here's wishing you many Happy Returns
abctax55
Level 15
‎01-03-2020 12:22 PM

I've always gone with option a...

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