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Trial Balance Utility for ProConnect
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Trial Balance Utility for ProConnect
Trial Balance Utility for ProConnect
Submitted by adventuresaccouI switched over from Lacerte to ProConnect and I really miss the ability to have a trial balance utility that I can link to my business returns. It would be nice to have the ability to key in our clients trial balance and then make adjusting entries like in the Lacerte Trial Balance Utility. Also it was nice once I had an adjusted trial balance I could then map the trial balance accounts within the utility to their corresponding tax line items.
Most of my clients are now on QBO so I can do this for the majority of my clients using the "prep for taxes" feature. However, I have still have a lot of small business clients that are using industry specific accounting software packages and it would be nice to have this option for those clients.
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