First Time Set Up for Lacerte
In Lacerte you need set up a Mapping Profile.
** This only needs to be done once for the lifetime of that Lacerte desktop install.
Please have one file downloaded from Tallyfor ready. In this example we will use "2020-Schedule E -V1 MOCK". Any Tallyfor file for Lacerte will be fine.
In Lacerte, go to the Menu Bar, Import/Data Conductor.
Select Profile Manager
Select a Tallyfor exported Lacerte File.
Select "Delimited", then click Next
Select Comma, and, Text Qualifier " (Double Quote)
Use the right arrow to move fields to "assigned order:" column. Please match the order in the screenshot. Click Next.
Name the profile and then your are done. This profile is now saved for future use.