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S
Sullivan-CPA
Level 2
January 31, 2026
Question

Track Customer Invoices

  • January 31, 2026
  • 3 replies
  • 15 views

How do you invoice and track customer payments for tax preparation?

3 replies

IRonMaN
IRonMaN
Level 15
January 31, 2026

When you purchase a professional tax software, you get tax software, not bookkeeping software.  The software will create an invoice but after that you are left to track payments manually or using a bookkeeping software.

Slava Ukraini!
    J
    JohnO1
    Level 2
    February 10, 2026

    Lacerte does have invoice capability where you can track invoices and bill without the need of a bookeeper. I am a bit surprised that proconnect does not have since the input screen is a carbon copy of Lacerte

    Intuit_Kallana
    Intuit_Kallana
    Level 7
    February 11, 2026

    Hi, ProConnect does not track invoices within the software.  However, it does link to Quickbooks Online Accountant for creating invoices.  Please review this article: How to Create Invoices from ProConnect .  If you need further assistance, please reach out to our chat or phone support: How to Contact ProConnect Support. 

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