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L
laboheme
Level 2
February 16, 2021
Question

Import brokerage statements (CSV) or token/query ID into profile?

  • February 16, 2021
  • 1 reply
  • 6 views

Hello,

In profile, is there a way to import brokerage statements in CSV or token/query ID format? Profile support showed me an article for importing from QB but that is in a very different format i.e. ledger with debits/credits. Thanks. 

 

 

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1 reply

P
Pro4
Level 8
February 17, 2021

Hi, thank you for using Intuit ProFile Community

ProFile does not support imports into the T1, T3 and Fx modules off the shelf. Only financial statements can be imported into the T2 module using gifi files

I apologize for the inconvenience but hope this helps

 

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