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Lacert trial balance utility

swortmancpa
Level 3

I need to re-import the trial balance for one of my clients using the Lacerte trial balance utility. I tried this once and it doubled all my entries in the return.

Is there a way to import so the old numbers are replaced by the correct ones?

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George4Tacks
Level 15

I do not believe that there is a redo. Go to the prior year and do a new proforma to this year. That will give you a fresh return to work on. 


ex-AllStar

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George4Tacks
Level 15

I do not believe that there is a redo. Go to the prior year and do a new proforma to this year. That will give you a fresh return to work on. 


ex-AllStar

View solution in original post

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swortmancpa
Level 3

I found that I can delete the trial balance and re-import. 

Thanks!