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Lacerte Integration with other software?

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Level 1

Does anyone know if Lacerte allows integration with FIS/Charlotte trust accounting software? This is a question that a prospective client has asked and after googling I can't seem to find the answer can anyone help please? A quick response would be much appreciated.

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Level 15

I would guess this software can create an excel output file. Lacerte (with some fiddling and setup by you) can do an import to the program. https://accountants-community.intuit.com/articles/1862574-lacerte-trial-balance-utility-faq

 https://accountants-community.intuit.com/articles/1858075-creating-an-excel-spreadsheet-to-import-in...

There is no direct "integration" with any accounting software. Here is "how to" for QBO https://accountants-community.intuit.com/articles/1863472-export-quickbooks-online-client-to-lacerte


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Level 15

I would guess this software can create an excel output file. Lacerte (with some fiddling and setup by you) can do an import to the program. https://accountants-community.intuit.com/articles/1862574-lacerte-trial-balance-utility-faq

 https://accountants-community.intuit.com/articles/1858075-creating-an-excel-spreadsheet-to-import-in...

There is no direct "integration" with any accounting software. Here is "how to" for QBO https://accountants-community.intuit.com/articles/1863472-export-quickbooks-online-client-to-lacerte


ex-AllStar

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