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    Trial balance import Utility

    BobM
    Level 1
    ‎01-03-2020 11:58 AM

    How to: delete a trial balance from lacerte trial balance import utility?

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    2 Comments 2
    George4Tacks
    Level 15
    ‎01-03-2020 12:10 PM
    Just a guess -
    (a) delete the client and do a new proforma.
    (b) do a 2nd import - it may overwrite the first or it may double up.

    Someone else may have a better idea.

    Here's wishing you many Happy Returns
    abctax55
    Level 15
    ‎01-03-2020 12:22 PM

    I've always gone with option a...

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