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I'm new to ProConnect. How do I import from an excel spreadsheet? I thought I could simply bring my own firms data over from QBOA into ProConnect but that doesn't seem to be an option (only clients data comes over). I can export a tax-mapped excel spreadsheet from QBOA but can't see how to import into ProConnect. I see an article that tells me to go to the "Input Return" tab but I don't see this?! Can anyone please help?!
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For reference, here are the help articles on importing.
And as usual, a few are broken.
I think https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/prepare-export-cli... is the article you want.
Answers are easy. Questions are hard!
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In the Form 990, there is no excel import option, as there is for 1040, 1041 and 1065. This needs to be added. I was forced to manually enter stock trades for over an hour due to this deficiency in the Form 990 program.
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That's a clever workaround. Thank you!
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You're welcome.
The more I know the more I don’t know.
