itonewbie
Level 15

Follow the process outlined in this article if you plan to link the trial balance from QBOA.  Otherwise, you can simply create a new return within PTO.

Note, however, you will not be able to e-file the return with PTO unless you have an EFIN but you can always print the return for paper filling.  If you're not a tax professional, you may also find it easier to use TurboTax as the input screens and the setup of PTO are not designed for novices.

https://accountants-community.intuit.com/articles/1606427-generating-a-tax-return-for-proconnect-tax...

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