Lacerte syncing of 2023 returns

  • 16 December 2023
  • 2 replies

Userlevel 2
Badge +4

A question for the community: I have 2023 Lacerte on Rightworks and have proforma’d my returns.  I’ve also tried importing them into Karbon but the link isn’t working yet.  I’m a former IPM user and have raised the issue with Karbon support and they’re working with Intuit to see what might be wrong with my syncing.

My question is: has anyone yet been able to successfully link their 2023 work items with Lacerte 2023 returns?


2 replies

Hi, yes.  We just tested today.  All is good.  You need to go into Lacerte integration map 2023.  Then I went and did the manual import from app management in karbon,   That did it and we are off.



Userlevel 2
Badge +4

Hi @Kristine McKee  Support helped me with the syncing and it’s now working properly. Thanks!