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- Importing QB Online trial balance to Lacerte
Importing QB Online trial balance to Lacerte
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dd11
Level 3
08-12-2023
03:05 PM
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QBO Accountant under accountant tools, prep for taxes has tax mapping view and Intuit Lacerte Tax can be selected as software. But the excel file that's generated is in not in a format that can be imported to Lacerte. I think it needs to be formatted and then imported through Lacerte TB utility or data conductor.
It looks like QBO TB can be directly imported into ProConnect and ProSeries according to this article https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/importing-quickboo...
Why is this not available for Lacerte?
What are the steps to import the tax mapping excel file mentioned above to Lacerte?
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