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  • ProSeries Professional 2012

Trial Balance Software?

What Trial Balance software is an option that works good with ProSeries 2012?
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    4 additional answers
    • IRMN , CPA, PITA
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    Good question but I don't know if anybody that cruises this neighborhood can give you a definitive answer.  Of course, Intuit being Intuit, Quickbooks is the obvious choice for importing data but as far as naming specific trial balance software that works good is a completely different story.  This is all the knowledge base has on the subject:

    https://accountants.intuit.com/support/tax/proseries/document.jsp?product=PROSERIES_TAX&id=GEN48591


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      Follow up to my comment above:    With a recent 2013 ProSeries program update, the ATB import now works just fine for me (as it always has in prior years).  I know ATB is an older program, but it works better than any of the other trial balance programs that I have ever tried to use.  Good luck with your importing!
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        I use Caseware for trial balance work, that is, where the client maintains their own GL. Depending on how you import the data, you can import either the clients trial balance or all the gl data if you wish, by month, qtr or year.
        I've imported data from QB, ACCPAC and excel spreadsheets.
        You can export data to a file where it is imported into proseries.

        Caseware has document management capabilities so you can link word docs and spreaedsheets to accounts for documentation, financial statement add-ons, and other functionality. 

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          Currently ProSeries 2013 will not import directly from my ATB for Windows as it always has in the past.  I sure hope that this feature will be fixed very soon, since I have a lot of clients linked up to save many days of work.


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