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How to create invoices from ProConnect Tax

by Intuit Updated 2 months ago

ProConnect Tax has two options for creating invoices:

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

Features:ProConnect Tax InvoiceQuickBooks Invoices
Generates a simple, printable PDF.X
Tracking featuresX
Receive paymentsX
Creates invoice numbersX
ProConnect Tax

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