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How do I import Accounting CS tax data into Lacerte?

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Level 15

One possibility is Data Conductor https://accountants-community.intuit.com/articles/1858075-creating-an-excel-spreadsheet-to-import-in...

The other Trial Balance Utility - several articles. https://accountants-community.intuit.com/search?utf8=%E2%9C%93&q=trial+balance+utility&button=

I believe both require you create an excel sheet with the Lacerte code numbers for the data you want to import and the data to go with it exported from your accounting program. 

I always just worked from printed P&L and BS statements using direct input. 


ex-AllStar

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Highlighted
Level 15

One possibility is Data Conductor https://accountants-community.intuit.com/articles/1858075-creating-an-excel-spreadsheet-to-import-in...

The other Trial Balance Utility - several articles. https://accountants-community.intuit.com/search?utf8=%E2%9C%93&q=trial+balance+utility&button=

I believe both require you create an excel sheet with the Lacerte code numbers for the data you want to import and the data to go with it exported from your accounting program. 

I always just worked from printed P&L and BS statements using direct input. 


ex-AllStar

View solution in original post

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