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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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Quickbooks for clients tax returns
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billsh79605
Level 3
02-01-2021
12:49 PM
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Our firm doesn't use QuickBooks for bookkeeping. Many of our tax clients do, so we need to be able to access their information. We have been buying a desktop version every 2-3 years. Now the desktop versions are pricey and the alternative is a subscription for a year, so I'm wondering what other firms do.
Hopefully this is in the correct community category. Thanks for any ideas.
Bill
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IRonMaN
Level 15
02-01-2021
12:54 PM
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Either keep paying for the new software every couple of years or have the clients print everything to paper or pdf for you to work with.
Slava Ukraini!
qbteachmt
Level 15
02-01-2021
02:03 PM
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QB exports its reports as Excel.
Lacerte trail balance imports from Excel.
Have you considered using that method?
https://proconnect.intuit.com/community/federal-taxes/help/lacerte-trial-balance-utility-faq/00/5974
http://www.accountingweb.com/sites/default/files/QuickBooks-Integration-Lacerte-Trial-Balance.pdf
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