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Level 2
Mar 6, 2020 10:24 PM UTC
Question

Trial Balance import for business returns.

Is there a way to import a trial balance to the business tax returns. Like the 'GL Bridge' in Lacerte?

Would be a really nice feature.

Thanks

 

This topic has been closed for replies.

2 replies

George4Tacks
Level 15
Mar 8, 2020 9:11 PM UTC
Answers are easy. Questions are hard!
joycpaAuthor
Level 2
Jul 20, 2020 4:21 PM UTC

What I am suggesting is a utility that will allow an import of the Trial Balance information from other that QuickBooks Online software. Since there is already a QuickBooks Online import utility, why not make a utility that would accept a Trial Balance file in Excel or CSV.  The import should also include the tax mapping codes, thereby eliminating the need for the mapping functionality. 

If PTO had such a feature, it would create an opportunity to expand the use of PTO.

Is there a process to forward this feature request to ProConnect .