Allow Non-QBO Trial Balance Import In Business Returns

[nononono]

I would like to suggest a feature where, by way of excel or CSV data file upload, a user can map & import a trial balance directly into an 1120S/1120/1065/990. Many clients do not use quickbooks online and I would like to be able to map their data directly into PTO as it is presented to me.

It would work something like this:

Based on a PTO provided account mapping, I would group my client accounts so they would show up in the appropriate places of a return. Subsequent uploads should be allowable/write over previously imported data in case I discover in the process of preparing the return that I need to make additional journal entries.

[IntuitGabi]

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

[phlsphr]

You can do that with TallyFor