Trial Balance Import in Intuit ProConnect
Why is there no trial balance import option for a business returns in Intuit ProConnect? If Lacerte and ProSeries have this feature, one would think that ProConnect also has this capability. Our company switched from LaCerte to ProConnect thinking a cloud based product would be more 'automation ready'. I spent an entire day on the phone last week with both the ProConnect team and QBO team trying to import a very very simple trial balance. Neither team could help me, even with screen sharing. Neither team could direct me to an import template or a link with instructions. We tried every option possible, with tax mapping inside QBO, cleaning up my data inside the excel, reformatting to .csv...nothing.
- The ProConnect link below establishes what data can be imported, along with specific worksheet templates. I find nothing for a business trial balance.
https://accountants.intuit.com/support/en-us/help-article/import-export-data-files/import-tax-data-spreadsheet-proconnect/L1e3s4KNr_US_en_US?uid=mlgq70jn
Hoping that someone on this forum has experience with business returns and importing with ProConnect.
