Question

Lacerte syncing of 2023 returns

  • 16 December 2023
  • 2 replies
  • 34 views

Userlevel 2
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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

Userlevel 2
Badge +4

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

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.

Thanks,

Kristine

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