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- E-Organizer - Imports into same year as generated from, not next Tax Year
E-Organizer - Imports into same year as generated from, not next Tax Year
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steven
Level 5
01-19-2021
05:08 PM
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I am performing some initial testing of the E-Organizer.
I created and mailed the organizer in Lacerte 2019. I entered some data and attempted to return the organizer by email (failed for unknown reasons). Took the [filename].od9 file to a machine with both Lacerte 2019 and 2020 installed. I expected the file to open and import into Lacerte 2020, but it opens 2019. It did not import, but client was locked. If I open 2020 I can only import a [filename].od0 file.
What am I missing?
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