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O
okonskae
Level 2
March 6, 2025
Question

Bulk Beneficiary Entry

  • March 6, 2025
  • 1 reply
  • 8 views

We have a fiduciary client who has 150+ beneficiaries. Is there a way to import them in bulk? 

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    1 reply

    K
    KarlIntuit Community Champion
    Intuit Community Champion
    March 7, 2025

    I don't know for sure. I don't do Fiduciary returns, but I would check the "Tools" menu>"Import/Export Data" submenu to see if that gives you anything.

    If it doesn't, I'd recommend setting up Microsoft Power Automate to do it for you. Wesley Hartman taught a class on how to use Power Automate with Lacerte that's recorded in the paid accountant's community AutomationTown.  I'll let you google for the link.  Highly recommend.  Disclaimer: I get no kickback if you sign up for Automation Town.

     

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