How do I create a tax return for my accounting firm from QBO to ProConnect link?

[janelldreyfus]

When I go to ProConnect, only my clients are available to create a tax return. I actually want to do my own business tax return and import my QB data.

[itonewbie]

Unfortunately, I don't believe you can.

[qbteachmt]

Are you using QBO or QBOA = the Accountant portal? Your own QBO company should be one of the listings in your Client list.

[qbteachmt]

I found these articles:

https://proconnect.intuit.com/community/help-articles/help/generating-a-tax-return-for-proconnect-ta...

Integration function:

https://www.firmofthefuture.com/content/now-available-quickbooks-online-accountant-and-proconnect-ta...

[itonewbie]

The OP says he's using QBO.  In QBO, the accountant's books are listed under YOUR BOOKS and the accountant's firm is not listed under Clients as far as I can tell.

Would be good to find out if there's a way around because others have raised similar questions in the past.

[itonewbie]

@qbteachmtYes, these are the processes for clients' books but not the accountant's.

[qbteachmt]

I know we discussed this before, and I see "my company" as well as Sample Companies provided to me for testing, assigned as "mine" and can manipulate them in both QBO and QBOA access. If I log into PTO, the integration is there that connects, as well, which seems to be a new feature.

[itonewbie]

Wonder if that's a feature that's available only on the test site because I don't see that on the live site.

@IntuitAustinCould you confirm if it is now possible to use Prep for Taxes with the accountants' own books?  If so, how does the process work?  Thanks!