New! Beginning in Intuit ProConnect Lacerte 2018, the ability to quickly import Oil and Gas Data from a CSV file (Excel), is now available.  By mapping excel data to fields within Lacerte, the information can be imported year over year.
 


Video Demonstration

Oil & Gas Import from Customer Success & Training on Vimeo.

 

Notes:

  • If you have trouble importing the information from your spreadsheet, make sure to remove any formatting.  Using the format 'Text' will import most effectively.

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