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
This discussion has been locked. No new contributions can be made. You may start a new discussion here
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.
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
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.