Need help with client letters in Lacerte

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#1
Posts:
797
Joined:
30-May-2014 7:38am
Location:
NC
We have way too many jacked-up versions of the client letter in the individual module of our 2018 Lacerte program. I want to clean these out before importing data into our 2019 program. I've tried to delete them but they won't go away. Anyone know how to get rid of these things???
 

#2
Posts:
797
Joined:
30-May-2014 7:38am
Location:
NC
Update - had to go into the Options folder where the program is stored on my system since I couldn't delete inside the program itself. They're all the way at the bottom - USLetter1.IW9, USLetter2.IW9, USLetter3.IW9 and so on.

As good of a program as Lacerte is, the word processor in the program sucks!
 

#3
Posts:
2772
Joined:
22-Apr-2014 1:34pm
Location:
North Carolina
Sorry I'm just seeing this. If you go into Lacerte, click on tools, organizer. Then go to edit documents, go to the engagement letters. Click (highlight) the one you want to delete. Then, up at the top of the screen, click on file, delete.

That should take care of it! Maybe this will help you the next time!
 


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