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Can an engagement letter be imported to the organizer?

michele
Level 4

I don't see where I can import an engagement letter to the organizer.


thanks

Michele

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abctax55
Level 15

You can't exactly *import*, but you can cut/paste from a word document & then massage it extensively to fit into Lacerte's (bad) version of a word processor.  

Or go to the organizer, down to the "engagement" letter that's blank and just start typing.

The good news is that once you get it fine-tuned, it does carry over from year to year.


(I wanna be a member of the pot stirring club too)

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abctax55
Level 15

You can't exactly *import*, but you can cut/paste from a word document & then massage it extensively to fit into Lacerte's (bad) version of a word processor.  

Or go to the organizer, down to the "engagement" letter that's blank and just start typing.

The good news is that once you get it fine-tuned, it does carry over from year to year.


(I wanna be a member of the pot stirring club too)

View solution in original post

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