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How to use Lacerte backup settings and options

SOLVEDby IntuitLacerte Tax15Updated October 21, 2021

This article will help you backup your Lacerte program settings and restore your settings from a previous backup.

To backup your settings:

  1. Go to Settings then select System File Path.
  2. Select Backup.
  3. Select Browse to choose the location to backup the settings and options.
  4. Select OK.

To restore your settings from a backup:

  1. Go to Settings in the dropdown menu.
  2. Select System File Path and then Restore.
  3. In the Restore System File Path window, enter or select the location where the backup is, or select Browse to search for a location.
  4. Select OK.
  5. If System Files already exist you'll see a confirmation window asking you if you are sure you want to replace them. Select Yes to continue or No to quit.
  6. If you select Yes, the files will be copied to the location selected in step 3.
  7. Select OK, close the program so the changes can take effect. You'll have to restart the program manually.
Items that are backed up or restored when using this feature:
Client Letters Custom Intangibles Database Preparer Information
Custom Mailing Labels User Options Email & Communications
Custom Reports Trustee Rights (network license only) Status Information
Print Options Firm Information Tables
Slip Sheets Macros

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