glenn830
Level 2
03-25-2024
03:32 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi,
Has anyone run into a problem when trying to import stock transactions from their client's broker into Proseries. My client keeps getting this message:
Something’s not working
We couldn’t get any information from your account.
Don’t worry, you can still enter your info a different way. (106)
Haven't encountered this problem before and was wondering what the workaround might be.
Thank you!
Labels
Level 15
03-25-2024
05:38 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Ive never tried to import, data entry is the quickest easiest part of our job, in the time it took you to hassle with the import that didnt work, or to verify that what you did import landed in the right spot, you could have keyed in the numbers.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
glenn830
Level 2
03-25-2024
07:42 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I do enter a lot of stock transactions, but not when there are over 100 pages of them
Level 15
03-25-2024
07:45 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Most of us summarize by brokerage, short or long non covered, covered transactions can go in the summary boxes at the top of the 1099B...its rare I have more than 2 or 3 entries for any one brokerage.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪