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December 7, 2019
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How do I import Accounting CS tax data into Lacerte?

  • December 7, 2019
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Best answer by George4Tacks

One possibility is Data Conductor https://accountants-community.intuit.com/articles/1858075-creating-an-excel-spreadsheet-to-import-into-lacerte-data-conductor

The other Trial Balance Utility - several articles. https://accountants-community.intuit.com/search?utf8=%E2%9C%93&q=trial+balance+utility&button=

I believe both require you create an excel sheet with the Lacerte code numbers for the data you want to import and the data to go with it exported from your accounting program. 

I always just worked from printed P&L and BS statements using direct input. 

1 reply

George4Tacks
Level 15
December 7, 2019

One possibility is Data Conductor https://accountants-community.intuit.com/articles/1858075-creating-an-excel-spreadsheet-to-import-into-lacerte-data-conductor

The other Trial Balance Utility - several articles. https://accountants-community.intuit.com/search?utf8=%E2%9C%93&q=trial+balance+utility&button=

I believe both require you create an excel sheet with the Lacerte code numbers for the data you want to import and the data to go with it exported from your accounting program. 

I always just worked from printed P&L and BS statements using direct input. 

Answers are easy. Questions are hard!