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Level 4
January 11, 2026
Solved

I have tried for over 10 hours to find out how to tranfer the quickbooks files into Lacerte and neither support at Lacerte or Quickbooks has been successful

  • January 11, 2026
  • 10 replies
  • 135 views

How can I transfer the figures from Quickbooks reports to the Lacerte tax program  Thanks

 

Best answer by abctax55

It has never been the most useful tool, I gave up using it.

But in ten hours, I could have entered 3-4 returns... 

10 replies

abctax55
abctax55Answer
Level 15
January 12, 2026

It has never been the most useful tool, I gave up using it.

But in ten hours, I could have entered 3-4 returns... 

HumanKind... Be Both
Level 5
January 13, 2026

The trial balance tab at the top of the screen in Lacerte is where you go to link the files. As previously mentioned, however, it is not the most useful tool. The coding does carryforward from year to year, but depending on the number of accounts and summarizations you need, it may not be worth it. 

Pretty sure I can do it at least as fast as in excel, just data input, no linking, but everyone is trying to automate more these days, so we're using it.

Level 4
January 16, 2026

I have tried that and even had tech support on line but they were unable after the better part of an hour to help me.

Why is it that we have to resort to this board instead of Lacerte Support helping Us.

Thanks

 

abctax55
Level 15
January 17, 2026

@harveyburger 

Why?   Because we know what 'we' are doing, Support is basically clueless.

And of course, Intuit pays us a LOT more than they pay support /S

( /S = sarcasm, just in case someone thinks I'm serious  😉

HumanKind... Be Both
sjrcpa
Level 15
January 17, 2026

Are you trying to export QuickBooks Online or QuickBooks Desktop trial balance?

Somewhere on these forums I recall seeing that it won't work with QBO. Don't remember if it was Lacerte. ProSeries, or ProConnect.

 

The more I know the more I don’t know.
Level 4
January 17, 2026

I use Desktop and I am trying to export to Lacerte.

I have given up.

Thanks

So much for technology

Best wishes

I loved Lacerte when it was owned by Lawrence Lacerte.

abctax55
Level 15
January 17, 2026

So much for technology

Especially since 10 years ago it worked great (with Desktop).  I had all QB files that I accessed directly for tax prep set up (chart of accounts assigned), and my 'front office' employee well trained on how to transfer/trouble shoot any issues to match the provision for taxes & get the balance sheet to 'balance'.  Oh well - 'progress'.

HumanKind... Be Both
Level 3
August 26, 2026

Unpopular opinion, it would seem, but I regularly use the utility tool. Year over year it saves a lot of input time, especially on large returns. It saves my account mapping from PY, so I don’t have to do much updating to assign the accounts to the forms. My beef is just the lag time sometimes when I’m trying to map the chart of accounts on a new client upload. 

The part you might be getting stuck on is when you select to import from QuickBooks, the window to find the QB file will pop up in the background and freeze your Lacerte TB screen. You have to use the hot keys ALT+Tab to go to the window that allows you to select the QB file. Then you may have to do this again when it opens QB and asks for the password. Last step is just to say Yes to allowing Lacerte to access the data in the QB file.

It is possible your QB settings are blocking the connection, if you can’t get the two programs to talk to each other. Check your application settings in QuickBooks Desktop to make sure it isn’t automatically blocking apps from accessing the file. 

QBO is simply exporting the TB to Excel, formatting it to map into Lacerte TB and then importing the file. A tad easier, due to not having to enter passwords and allow access between applications. 

Cheers!

abctax55
Level 15
August 26, 2026

Well then, perhaps it’s time to have another go at it ?  Thanks for the info.

HumanKind... Be Both