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I have an issue when exporting a customer from Lacerte to DMS. Anybody know some common troubleshooting for this issue?

slinnarz
Level 1

Lacerte and DMS (Document Management System)

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sjrcpa
Level 15

Are you Printing to DMS? Or exporting?

What is your issue?


Ex-AllStar

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5 Comments 5
sjrcpa
Level 15

Are you Printing to DMS? Or exporting?

What is your issue?


Ex-AllStar
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slinnarz
Level 1
Printing, sorry.
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George4Tacks
Level 15

I had that same issue after the latest update - Remove and replace the dms printer driver. https://accountants-community.intuit.com/articles/1859696-remove-and-reinstall-lacerte-and-dms-pdf-p...


Here's wishing you many Happy Returns
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abctax55
Level 15

PTO or Lacerte?

Does PTO even work with DMS?

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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George4Tacks
Level 15
Gotta be Lacerte.
No, PTO don't work with nothing, except maybe QBO

Here's wishing you many Happy Returns
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