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
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Idea Exchange
- :
- Invoice Template Keywords
Options
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Printer Friendly Page
- Report Inappropriate Content
Invoice Template Keywords
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Invoice Template Keywords
Invoice Template Keywords
Submitted by D_Black 6 hours agoPROCONNECT
PROBLEM: Specifically, the list of tax forms being generated for a client must be on the INVOICE (See the GENERAL INFORMATION report "Forms needed for this return.").
In December 2024 I migrated to ProConnect from Lacerte (over 20 yrs as client). I am a tax preparer, accountant, and IT software tester (Intuit Quicken/QuickBooks/Payroll and a corporate programmer/database mgr.).
I am DISAPPOINTED that the INVOICE form is not adequate and requires a lot of manual input.
Since ProConnect is eccentially replicating the forms that Lacerte uses (plus improvements), Invoice generation should have the same capabilities at a minimum as Lacerte.
Perhaps the INVOICE should also be changed to a TEMPLATE, so that KEYWORDS can be used to customize it.
I can volunteer to test changes, if needed!
Find more ideas labeled with
Post comment
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.