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Automatic Proforma in 2020 Lacerte -- HOW TO STOP?

Level 3

How on earth do you stop 2020 Lacerte from automatically starting proforma of all clients?

Even if you manage to cancel it, the next time you go back to that client type, it starts again.

Prior years did not do this. We are NOT ready to proforma all clients but we need to work on a few select ones now. It is doing this on every machine, & we cannot for the life of us figure out how to disable this.

Thanks in advance!

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1 Solution

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Level 15

You were asked a YES or NO question and in that same box there was a bullet to click to not ask again.

It appears someone said yes. Your only option is to let it do it's thing, then go to 2020 and delete the clients. 


ex-AllStar

View solution in original post

2 Replies 2
Level 15

You were asked a YES or NO question and in that same box there was a bullet to click to not ask again.

It appears someone said yes. Your only option is to let it do it's thing, then go to 2020 and delete the clients. 


ex-AllStar

View solution in original post

Level 3

Thank you, guess that will have to be the workaround!

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