Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Be sure to check out & bookmark our Everything you need to know about electronic filing page. View the site.
Be sure to check out & bookmark our Everything you need to know about electronic filing page. View the site.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Re: QBO TRIAL BALANCE TRANSFER TO PROCONNECT
QBO TRIAL BALANCE TRANSFER TO PROCONNECT
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Taxman605
Level 1
01-23-2025
08:53 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
2 Comments 2
Quack_Shot
Level 3
a month ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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 1
a month ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
How do I clear the error message every time I try to import it into ProConnect. Support could not provide a resolution.
