Good morning,
Curious if client simply downloads information to show expenses through a csv file or is there a way to access the QB platform through the Intuit Link?
Thank you,
Dawn
https://accountants.intuit.com/support/en-us/help-article/trial-balance/updating-proseries-tax-retur...
Client can upload a .csv or .xlxs
No way to access QB platform through intuit link.
Thank you!
Are you using the (free) QB Accountant Portal? That provides the link you asked about.
Here: https://accountants.intuit.com/support/en-us/help-article/import-export-data-files/importing-quickbo...
