Import from Excel

Forum|Forum|3 years ago
January 24, 2023
1 reply
13 views

I'm new to ProConnect. How do I import from an excel spreadsheet? I thought I could simply bring my own firms data over from QBOA into ProConnect but that doesn't seem to be an option (only clients data comes over). I can export a tax-mapped excel spreadsheet from QBOA but can't see how to import into ProConnect. I see an article that tells me to go to the "Input Return" tab but I don't see this?! Can anyone please help?!

ProConnect Tax

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George4Tacks

Level 15

For reference, here are the help articles on importing.

https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/importing-data-proconnect/L8KcChVtb_US_en_US?uid=ldaeqgrx

And as usual, a few are broken.

I think https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/prepare-export-clients-accounts-prep-taxes/L5sBFNh7t_US_en_US?uid=ldaeyqlz is the article you want.

Answers are easy. Questions are hard!

M

Mike Lippitz

Level 2

In the Form 990, there is no excel import option, as there is for 1040, 1041 and 1065. This needs to be added. I was forced to manually enter stock trades for over an hour due to this deficiency in the Form 990 program.

sjrcpa

Level 15

I've never done that for a 990.

I enter total sales price and total cost as 1 transaction. I don't generate a Sch D/8949 either.

The more I know the more I don’t know.

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