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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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KevinMSD
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KevinMSD
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04/27/11 1:28pm PDT
Viewed by asker 04/29/11 11:59pm PDT

Password - how to remove?

I password protected a clilent's file, and now want to unprotect it, but can't seem to figure out how to remove the password. Does anyone have any insight on this?

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mojocpa
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mojocpa
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04/27/11 2:12pm PDT

From the Lacerte Help Center:

Change Client Password
Where is this? Client menu > Password Protect

You can assign a password to a client file so that only you can access and make changes to the file. If you try to open the client's file once you assign a password, the program will prompt you for the password before you can make any changes.

In the New Password box, type the password you want to assign to the client.

In the Verify Password box, type the password again.

Click OK to save the password for the client's file.

Click Cancel to not assign a password.

TIP: If you want to remove a password currently assigned to this client, leave the New Password and Verify Password boxes blank.

For more information,

Adding a Password to a Client

 

If my post did not answer your question, get a paid Intuit employee's answer for Lacerte questions at 800-933-9999. Oh, and enjoy the elevator music while you wait.
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KevinMSD
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04/29/11 11:59pm PDT

Thanks mojocpa!

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04/30/11 6:24am PDT

You are welcome.

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Sharrie
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01/23/12 3:43pm PST

My situation is a little different. There is a password already on a client and we do not have the password. I went to the website and located the option to delete the client by using a temp master password that will only be available until midnight. However, the master password did not work. There appears to be a problem and I tired to call support, there is a 20-30 min. hold time. I thought I could get some help online. Thanks anyway.

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mojocpa
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01/23/12 3:47pm PST

Try the Chat thing in support, it may be faster than a phone call.

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Sharrie
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01/23/12 5:22pm PST

Thanks for your input. I have been working with support via chat for the last 1 1/2 hours and they have no idea what to do. So I guess i will just have to wait until they resolve the issue.

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mojocpa
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01/23/12 5:49pm PST

Is this something that could wait until harvest season is over?

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01/23/12 4:40pm PST

Have you done this? Click here.

Hmm??? Could I have been clearer when I asked that question? Did I mark the question solved after it was answered?
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Sharrie
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01/26/12 8:14am PST

I did try this and even had support on the line with me and still didn't work. I did read where support was having a problem with being able to access or delted a forgotten password. I will keep trying.  Thanks to everyone for your help! much appreciated!!

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Sharrie
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01/26/12 8:33am PST

I might add that I was trying to access multiple client password protected files and that proecess did not work. I even tried to copy and paste the password. I just went back and tried using the single client and that worked.  So it appears that trying to unlock password protected file using the multiple client directions did not work for me but doing a single client did.     Thanks again!!

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mojocpa
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01/26/12 8:36am PST
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Glad you got it figured out.

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