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Level 2
March 6, 2020
Question

Trial Balance import for business returns.

  • March 6, 2020
  • 1 reply
  • 16 views

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

 

This topic has been closed for replies.

1 reply

George4Tacks
Level 15
March 8, 2020
Answers are easy. Questions are hard!
joycpaAuthor
Level 2
July 20, 2020

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 .