cfisher
Level 1
Thank you for your input - but what we're actually looking to do is to merge two Accounting Practices and their Lacerte data into one Lacerte data source for a combined practice.  Apologies if my wording was unclear, or if I'm mis-interpreting what you're saying, but it sounds like you are referring to merging a single client in Lacerte with another client, which isn't actually what I'm looking to do.
0 Cheers