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QBO Excel CSV file to Import into Lacerte

Level 1

I read an article and it said that you could export the CSV file from QBO to import into Lacerte. I mapped out the chart of accounts and created the CSV file. However, the CSV file format does not tie with the Lacerte Utility Columns. The CSV file from QBO creates a column with what line item on the return that specific account belongs. The Lacerte utility does not have a column for this. Is there a way to modify the Lacerte utility to include the tax line from QBO or is the QBO mapping specifically for pro connect? If that is the case, we would not map the chart of accounts in QBO and only map them in the Lacerte Utility program?

Thank you

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Level 13

Read this article:

https://proconnect.intuit.com/community/federal-taxes/help/lacerte-trial-balance-utility-faq/00/5974

 

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