stsmith130
Level 1
04-20-2022
09:25 AM
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I need to enter details for over 100 organizations that received grants from my client. Is there any way to import the name, EIN, address, and amount info? I have everything in an excel file formatted with separate fields that would apply to the boxes in Lacerte. Any suggestions before I start to manually enter these?
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qbteachmt
Level 15
04-20-2022
11:35 AM
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You are asking about the Lacerte Bridge. Yes, it exists. You might have an IT person that can get it all up and running for you. Otherwise, you might as well make those entries manually, if there is a time constraint.
Here are the resources:
https://accountants.intuit.com/support/tax/lacerte/pdf/lacerte-bridge-sdk.pdf
https://proconnect.intuit.com/community/permissions/help/lacerte-software-developer-s-kit/00/102313
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