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

Recommend CPE: 1

Recommend CE: 0

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.