Import brokerage statements (CSV) or token/query ID into profile?
Hello,
In profile, is there a way to import brokerage statements in CSV or token/query ID format? Profile support showed me an article for importing from QB but that is in a very different format i.e. ledger with debits/credits. Thanks.
Import brokerage statements (CSV) or token/query ID into profile?
Hi, thank you for using Intuit ProFile Community
ProFile does not support imports into the T1, T3 and Fx modules off the shelf. Only financial statements can be imported into the T2 module using gifi files
I apologize for the inconvenience but hope this helps
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