Taxman605
Level 2

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?

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Quack_Shot
Level 3
Level 3

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

How do I clear the error message every time I try to import it into ProConnect.  Support could not provide a resolution.

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