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Home   Help for Accountants   Lacerte   Lacerte DMS  
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01/26/2012 at 02:08PM PST
We’ve seen a scam e-mail regarding Intuit tax information floating around today. This e-mail was not sent or authorized by Intuit. If you ever wonder whether an e-mail from Intuit is real or fake, please refer to the link below.

Thank you

http://security.intuit.com/security-alerts.php
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11/06/09 9:35am PST
Viewed by asker 11/17/09 1:42pm PST

moving from clients to non-clients?

Lacerte : 2008

how can I move clients to non-clients?

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DMS does not have a 'Move" feature to move non-clients to the Clients folder.  You will have to create the client in the Clients folder and then copy the files over.

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