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Restoring Clients in the Lacerte Tax Program

Intuit Help
Intuit

Restoring Clients in the Lacerte Tax Program

To restore a group of clients:

  1. Open Lacerte to the Clients list.
  2. From the Client menu select Restore.
  3. In the Restore From line, select Browse to locate where your clients are stored.
  4. Select Group.
  5. Choose one of the Client Group Selection options:
    • All Clients
    • Client Name
    • Client Number
    • Client Status
    • No REP Access
    • State Tax Return
    • Preparer
    • Staff Preparer
    • Other
  6. Click OK to start the restore.

To restore specific client files:

  1. Open Lacerte to the Clients list.
  2. From the Client menu select Restore.
  3. In the Restore From line, select Browse to locate where your clients are stored.
  4. Click on the client you want to restore. If you need to restore more than one client hold down the CTRL key to click on each file.
  5. Click OK to restore the selected clients.

If the client already exists in the destination directory, Lacerte will prompt you to replace the existing client with the one being restored.

  • To replace the existing client file, click either Yes or Yes to All.
  • To avoid replacing the existing client file, click No, or click Cancel.

If your backup does not successfully restore:

  • Make sure the user has full rights/permissions to the destination data path folder.
  • Sometimes backup media can get damaged (scratches, bad sectors on the disk, and so on). If you're restoring a backup to a new computer and the old computer is still available, try using a new CD, zip disk, or USB flash drive to make another backup.
  • If your backup is on different media, such as a USB flash (thumb) drive or external hard drive, try copying the backup file from that media to your desktop. Then try to restore by browsing to the file location on your hard drive.
  • If the backup CD or other backup media is damaged and the file won't copy, or if you continue to experience other problems restoring the file, do not run SCAN DISK or any other disk-repair utility.

Related topics:

Restoring a Deleted Client File
Backing Up Client Files in Lacerte

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