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bridging the appointments

Level 1

How to bridge appointments from 2019 to 2020 Lacerte?

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1 Solution

Accepted Solutions
Level 15

In 2020 open the calendar 

Carry forward appointments to the next year

  1. On the Tools menu, click Bridge Appointments.

  2. Do one of the following:

In the Path to 2019 Tax Program box, type the path where the previous year's Lacerte Tax program is located. The program defaults to where the older program was installed.

Click the Browse button, and then double-click folders until you locate the directory of the tax program, then click OK.

  1. In the Starting Date to Convert box, enter the date at which you want the program to start bridging appointments.

  2. Click OK.


ex-AllStar

View solution in original post

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Level 15

In 2020 open the calendar 

Carry forward appointments to the next year

  1. On the Tools menu, click Bridge Appointments.

  2. Do one of the following:

In the Path to 2019 Tax Program box, type the path where the previous year's Lacerte Tax program is located. The program defaults to where the older program was installed.

Click the Browse button, and then double-click folders until you locate the directory of the tax program, then click OK.

  1. In the Starting Date to Convert box, enter the date at which you want the program to start bridging appointments.

  2. Click OK.


ex-AllStar

View solution in original post

Level 2

Bridge Appointments isn't on the Tools menu.

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Level 15

In 2020 open the calendar then look for the tools


ex-AllStar
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Level 1

Thank you for the solution, it works 🙂

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