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Is there a way to import a trial balance to the business tax returns. Like the 'GL Bridge' in Lacerte?
Would be a really nice feature.
Thanks
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My recall is that Lacerte does not play well with QBO, but PTO does https://proconnect.intuit.com/community/help-articles/help/generating-a-tax-return-for-proconnect-ta...
Here's wishing you many Happy Returns
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What I am suggesting is a utility that will allow an import of the Trial Balance information from other that QuickBooks Online software. Since there is already a QuickBooks Online import utility, why not make a utility that would accept a Trial Balance file in Excel or CSV. The import should also include the tax mapping codes, thereby eliminating the need for the mapping functionality.
If PTO had such a feature, it would create an opportunity to expand the use of PTO.
Is there a process to forward this feature request to ProConnect .