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
- :
- Struggling to Import from Workpapers CS
Struggling to Import from Workpapers CS
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Anonymous
Not applicable
09-10-2021
01:21 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
George4Tacks
Level 15
09-12-2021
10:02 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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!
