How to create invoices from ProConnect Tax

ProConnect Tax has two options for creating invoices:

• Creating invoices in ProConnect Tax
• Creating Invoices in QuickBooks Online
• Comparing the two options

Follow these steps to create invoices in ProConnect Tax

1. Open the client's return.
2. From the Return actions menu select Invoice.
3. Make sure the client information is showing correctly.
4. Enter the amounts for Federal and State Tax Return Preparation.
5. You can add additional line items using Add Line.
6. You can customize the text in the Notes.
7. If you make changes, you can Save as My Template to use those changes on other clients.
8. When your ready to create the invoice select Create PDF.
9. Select Cancel to return to ProConnect Tax.

Follow these steps to create invoices in QuickBooks from ProConnect Tax

If you're using QuickBooks Online, you can send client billing information from ProConnect Tax to your firm's QuickBooks company file.

1. Open the client's return in ProConnect Tax.
2. From the Return actions menu select Invoice via QuickBooks.
3. Select Let's go to open QuickBooks Online in a new tab.
4. Make sure the Customer information is correct.
5. Setup and select your PRODUCE/SERVICE, Description, Quantity, Rate, and Amount.
6. Add any custom Message on invoice, or Message on statement.
7. Once complete, select Save and send.

For information on customizing the invoices see Create invoices in QuickBooks Online

Comparing the two options

Emailing the invoice

To send an invoice to a client or another tax preparer, use the following steps. Some steps may vary depending on your email provider:

1. Open a email service or program depending the service that is being used please consult the help section of the email provider on how to send an email.
   • Most common email service include Hotmail, Yahoo, Gmail, Outlook, and AOL.
2. Once your email service has been opened click on New/Create Email.
3. Enter the email address you would like to send to into the To: field located at the top of the email and enter a subject also into the subject field.
4. Click on the Attach button, depending on the service that is used the attach button is commonly shown as a paper clip located just above the the To:/From: fields (exception for this will be for AOL which is located at the bottom of the email).
5. Once the attach button has been clicked navigate to the PDF location by click on the Look In drop down located at the top of the small window that appeared. Depending on where the file has been saved it may take some time to locate the file.
6. Once the PDF file has been located click on the Save/Open button located in the bottom-right corner of the screen. After clicking on the Save/Open button the screen will return to the new email and the file will be attached. The file name will show either below the subject field or at the bottom of the email depending on the service used.
7. Enter text into the body of the email and click on Send.