JoeTaxTN
Level 3
‎11-17-2024 10:44 AM

Since Intuit is slowly dragging all of us into QBO, Lacerte needs to do the same.  We need a way to get Lacerte invoices into QBO.   We shouldn't have to do it manually.

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Karl
Level 8
Level 8
‎12-13-2024 02:52 PM

I would put this into the Tax Idea Exchange section here for others to upvote.

Also, could you export either 1) the individual PDF invoices or 2) a CSV of client names and invoice amounts and see if you can import them into QBO? I know you can import vendor bills into QBO, not sure about customer sales invoices.

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