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Trial Balance import for business returns.

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Level 1

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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Level 15

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...

 


ex-AllStar
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Highlighted
Level 1

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 .

 

 

 

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