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Struggling to Import from Workpapers CS
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Anonymous
Not applicable
09-10-2021
01:21 PM
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My firm uses Workpapers CS for our reviews/compilations engagements and Lacerte Tax for our tax engagements. I'm able to export a client's data from Workpapers CS without issue, but I'm unable to import into Lacerte Tax and I haven't found any Lacerte videos/articles on this. Can somebody please help?
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George4Tacks
Level 15
09-12-2021
10:02 AM
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This looks like something I replied to a while ago at https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/how-do-i-import-accountin...
Unfortunately Intuit, in it's infinite wisdom killed all of the old likes and didn't link the new ones to the old.
I think most of what you want can be found at https://proconnect.intuit.com/community/federal-taxes/help/lacerte-trial-balance-utility-faq/00/5974
I am sure @IntuitBettyJo will get her team to try to fix the broken links in my last article.
Answers are easy. Questions are hard!
