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Trial balance import Utility

BobM
Level 1

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

Labels (1)
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2 Replies 2
George4Tacks
Level 15
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.

ex-AllStar
abctax55
Level 15

I've always gone with option a...

Former Chump..oops..AllStar...I used to be a people person, then people ruined it


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