Import from Excel

[Rob H]

I'm new to ProConnect. How do I import from an excel spreadsheet? I thought I could simply bring my own firms data over from QBOA into ProConnect but that doesn't seem to be an option (only clients data comes over). I can export a tax-mapped excel spreadsheet from QBOA but can't see how to import into ProConnect. I see an article that tells me to go to the "Input Return" tab but I don't see this?! Can anyone please help?!

[George4Tacks]

For reference, here are the help articles on importing.

https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/importing-data-pro... 

And as usual, a few are broken. 

I think https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/prepare-export-cli... is the article you want. 

[Mike Lippitz]

In the Form 990, there is no excel import option, as there is for 1040, 1041 and 1065.  This needs to be added.  I was forced to manually enter stock trades for over an hour due to this deficiency in the Form 990 program.

[sjrcpa]

I've never done that for a 990.

I enter total sales price and total cost as 1 transaction. I don't generate a Sch D/8949 either.

[Mike Lippitz]

That's a clever workaround.  Thank you!

[sjrcpa]

You're welcome.