QuickBooks Online Accountant connects your QuickBooks Online clients to ProConnect Tax. In fact, your QuickBooks Online clients are your ProConnect Tax clients. This session will explore the interconnectivity between ProConnect Tax and QuickBooks Online Accountant. By understanding how these integrations work, you will walk away with the capability to automate data transfer, invoice clients within ProConnect Tax, and manage user access across the shared platform.

By completing this session, you will be able to:

• Take advantage of integrations between accounting and tax workflows

• Automate data entry for business clients

• Create and send invoices from ProConnect Tax with QuickBooks Online Accountant

• Understand the interconnected permissions between ProConnect Tax and QuickBooks Online Accountant

WHO SHOULD ATTEND?

• Tax professionals considering ProConnect Tax

• New users to ProConnect Tax with QuickBooks Online Clients

• Current ProConnect Tax users who want to further automate processes

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