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Bulk Beneficiary Entry
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okonskae
Level 2
03-06-2025
02:54 PM
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We have a fiduciary client who has 150+ beneficiaries. Is there a way to import them in bulk?
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Karl
Level 9
03-06-2025
07:27 PM
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I don't know for sure. I don't do Fiduciary returns, but I would check the "Tools" menu>"Import/Export Data" submenu to see if that gives you anything.
If it doesn't, I'd recommend setting up Microsoft Power Automate to do it for you. Wesley Hartman taught a class on how to use Power Automate with Lacerte that's recorded in the paid accountant's community AutomationTown. I'll let you google for the link. Highly recommend. Disclaimer: I get no kickback if you sign up for Automation Town.
*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
