Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- 990 Schedule I - Import of Recipient Org Details
990 Schedule I - Import of Recipient Org Details
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
stsmith130
Level 1
04-20-2022
09:25 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
Labels
1 Comment 1
qbteachmt
Level 15
04-20-2022
11:35 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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
*******************************
Don't yell at us; we're volunteers
Don't yell at us; we're volunteers
