Level 4

Question

Trial balance

Forum|Forum|3 years ago
January 11, 2023
5 replies
44 views

Trial balance setup....under the import menu....the Accountants Trial Balance feature still works, but the program terminates if the SELECT FILE button is pressed...the program has been reinstalled multiple times with Intuit tech support...Tech support says to report this as program defect...This feature works perfectly in all previous years, as verified with Intuit tech support. Been using this feature for more than 20 years...always worked perfectly. All security was disabled by my tech support in house...So...security interference is NOT the answer here...something is wrong with the program. This feature is so, so very IMPORTANT to our business...If we can't import trial balance info, we can't have a good tax season...Our production will slow to a crawl if we have in enter by hand. Please fix this feature ASAP

Defects

This topic has been closed for replies.

R

Rowtax1Author

Level 4

This is a very very important feature...needs to be fixed

C

ChrisTaxpro

Level 2

We also cannot emphasize enough how important this feature is...Please fix it right away...we can't work without it

A

Anonymous

Thanks for the information @Rowtax1
We're investigating this.

Katherine_513

Level 2

Thank you so much for confirming this! We have used this for 20 + years as well and have just been going crazy trying to figure out why it wasn't working - now we know it's them not us. I hope they can repair this issue soon!!!

R

Rowtax1Author

Level 4

By the way...we usually make a copy of the ATBWU client file then go into that new copy, close the year and then do our journal entries in the new year's copy, then in Proseries, we change the import file to the newly created ATBWU file....that way, we preserve the prior year trial balance ...

But, with this new problem with the Proseries program, we found out that at least we can keep the program pointed to the existing (prior year ) trial balance location....We expect a program update on 2/16/23, and are hoping that they fix this issue...but until then, we are going into ATBWU, and closing the existing file and doing the 2022 journal entries and importing from there...so, at least that part still works...Try that till they get the program working again...We spent over $6500 for a program that does not work like prior years....

Remember that tenkeyatb.com is a cloud based version of ATBWU...so , if you ever lose your XP machine access to ATBWU, there is a modern version....I have not used it since my version is still working like a champ. Good Luck

J

jjfcpa1

Level 3

Spent an hour on a call with support regarding the change made to the import trial balance option.

In essence, the support agent had no information regarding the changes that were made. We were able to determine what the change was and fix our import file so it now works properly.

Not sure how you will get the fix made to Accountants Trial Balance to generate a file in the proper format since it is no longer supported.

S

sonnypsu

Level 3

We are having a major issue with our TB export files too. We can export them from Workpapers CS and import them. If any changes are made to the TB and exported again then Proseries tries to automatically import the changes and then freezes and kicks off a generic 10250 error. Have spent over 20+ hours on the phone with tech support. No fix or reason why it's happening. It only started about a week and a half ago. Everything was fine prior. Been using this feature and the TB txt export files for 20+ years with no issues ever until this year.

I have done a fresh reinstall, tried all the tech support changes/fixes and nothing has worked. I have over 5 tax client files that are now useless. I deleted the TB export file and can open the return, but I can't save any changes. I've even backed up all the tax return files and restored them from when they were working and now they kick off the 10250 error and are useless. I'm pulling my hair out. I'm completely at a stand still on preparing corporate returns and am loosing money by the day. This import feature is vital to our tax prep business. If it's not fixed soon, I'm going to have a lot of angry clients and that is going to force me to switch tax software which pains me to even consider.

IRonMaN

Level 15

"I'm completely at a stand still on preparing corporate returns"

Why are you at a stand still? You can always manually enter data instead of believing you are dead in the water.

Slava Ukraini!

S

sonnypsu

Level 3

Yes but that would take me 8 hours for one return what normally takes me 30 minutes. Not an option. Plus the clients we work on change multiple accounts as we are working on the returns. It's a fluid system.

Plus not to mention that we have multiple returns that are now corrupted that we can not process (e-file) and we can not print and finalize their audit reports and ultimately bill them.

I wish our corporate returns were simple but they are not.

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