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    QBO TRIAL BALANCE TRANSFER TO PROCONNECT

    Taxman605
    Level 2
    ‎01-23-2025 08:53 AM

    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?

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    2 Comments 2
    Quack_Shot
    Level 3
    Level 3
    ‎01-23-2025 10:01 PM

    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 2
    ‎01-26-2025 06:05 PM

    How do I clear the error message every time I try to import it into ProConnect.  Support could not provide a resolution.

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