Taxman605
Level 2
01-23-2025
08:53 AM
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My client has a QBO subscription which they pay for. I have Accountant access to the QBO file. Can the trial balance for this client be exported to ProConnect via Prep For Taxes?
Level 3
01-23-2025
10:01 PM
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Yep, you can import. I find it somewhat more difficult to do, than just entering myself. But if you go to the ProConnect webinars, then there should be an on demand option to view a webinar on the Prep for Taxes feature.
“The only true wisdom is in knowing you know nothing” -Socrates
Taxman605
Level 2
01-26-2025
06:05 PM
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How do I clear the error message every time I try to import it into ProConnect. Support could not provide a resolution.