Michael-G--Ellis-CPA
Level 3
‎01-10-2020 11:48 AM

Good Afternoon: I wanted to double check that this will work to transfer the lacerte files from win 7 machine to new Win 10 machine. Transferring Lacerte Files From One Computer to Another (Standalone Install)

Part 1 - Copy Lacerte Directory

  • Copy the entire C:\Lacerte folder on the root of the local drive from the source computer to the same root of the C: drive on the target computer. 
    • Copying the entire C:\Lacerte folder includes the data, settings, and most the program files.
  • This may be done by using a crossover cable or an external USB drive.  Please consult your system administrator for further recommendations.
Part 2 - Install the Program
Tax Years 2007-Current:
  1. Click the Start menu then Computer.

Windows 10 computers: open File Explorer from the taskbar and select This PC in the left pane.

  1. Open the Local Disk (C:)
  2. Open the Lacerte folder
  3. Then open the ??Tax (?? = two digit tax year), example -16Tax
  4. Then open the Setup?? folder. (?? = two digit tax year)
  5. Double-click the TaxSetup.exe file to initiate the installation.
  6. Follow the screen prompts to complete the installation.
  7. After the installation is complete, launch the program from the new icon on the Desktop.
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sjrcpa
Level 15
‎01-10-2020 01:20 PM

I don't see why it wouldn't work.


Ex-AllStar
Michael-G--Ellis-CPA
Level 3
‎01-10-2020 01:27 PM
Thanks. I wouldn’t have to go to the Lacerte web site and start installing the programs this method would do it.
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George4Tacks
Level 15
‎01-11-2020 05:09 PM
Taxsetup in step 2 will initiate websetup which is what the website downloads and initiates.

Here's wishing you many Happy Returns

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coredump4
Level 1
‎12-29-2021 09:28 AM

Thanks for suggesting this process, it worked perfectly while helping a family member move to a new Win10 PC.

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