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Track Customer Invoices
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Sullivan-CPA
Level 2
01-31-2026
10:17 AM
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How do you invoice and track customer payments for tax preparation?
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3 Comments 3
IRonMaN
Level 15
01-31-2026
10:33 AM
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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!
JohnO1
Level 1
02-10-2026
03:34 PM
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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 Alumni
02-11-2026
10:33 AM
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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.
