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Benefits of QuickBooks Online Integration with ProConnect Tax- October 30, 2023

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Benefits of QuickBooks Online Integration with ProConnect Tax- October 30, 2023

Published on ‎10-17-2023 11:01 AM by Community Manager

Benefits of QuickBooks Online Integration with ProConnect Tax- October 30, 2023

START DATE:10/30/2023

START TIME:1:00 PM CDT

DURATION:60 MINUTES

ABSTRACT:

It is a known fact that tax and accounting professionals love to enter data manually! One of the greatest joys a tax and accounting professional can have is a late night spent with a cold cup of stale coffee and the sweet sound of the keyboard as they hand enter data into their software. 

Unfortunately, the teams at QuickBooks Online and ProConnect Tax have decided that they want to eliminate this fulfilling experience. This webinar will show you how Prep for Taxes in QuickBooks Online Accountant simplifies the tax preparation process for your QuickBooks Online clients. This webinar has the audacity to go as far as demonstrating how collaboration is improved: allowing users to review and adjust information while letting the entire team view and approve those adjustments; attach and store work papers; and even leave notes! 

Prep for Taxes also transfers the adjusted information directly to the mapped tax lines on the client’s tax return in ProConnect Tax. This results in firms scrambling to figure out what to do with the countless hours they will have…now that their beloved data entry time has been reduced.

 LEARNING OBJECTIVES:
By completing this session, you will be able to:


  • Navigate the Prep for Taxes utility
  • Automate key functions of preparing a tax return
  • Collaborate with your team
  • Standardize common tasks and workflows
  • Create invoices for tax clients

WHO SHOULD ATTEND?
Anyone that prepares or is interested in preparing tax returns for their QuickBooks Online clients

Course Level: Basic
Course Length: 60 Minutes
Prerequisites: None
Delivery Method: Group-Internet 
Field of study: Computer Software & Applications – Non-technical
Recommend CPE: 1
Recommend CE: 0


Event has ended
You can no longer attend this event.

Start:
Mon, Oct 30, 2023 01:00 PM CDT
End:
Mon, Oct 30, 2023 02:00 PM CDT
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