{"id":7255,"date":"2017-04-10T08:00:22","date_gmt":"2017-04-10T13:00:22","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=7255"},"modified":"2017-10-17T10:49:07","modified_gmt":"2017-10-17T15:49:07","slug":"customer-review-quickbooks-online-accountant-and-proconnect-tax-online","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/customer-review-quickbooks-online-accountant-and-proconnect-tax-online\/","title":{"rendered":"Customer Review: QuickBooks\u00ae Online Accountant and ProConnect\u2122 Tax Online"},"content":{"rendered":"

Intuit\u00ae is updating QuickBooks\u00ae Online Accountant to include the client list for Intuit ProConnect\u2122 Tax Online, providing a single client list for both<\/em> products in one place. If you are using both QuickBooks Online Accountant<\/a>\u00a0and ProConnect Tax Online<\/a>, this will make it easier to manage all<\/em> of your clients from one place.<\/p>\n

Let\u2019s take a \u201cfirst look\u201d at the changes. Please note that I haven\u2019t been able to dig into this update at the time that I\u2019m writing this article.<\/p>\n

Merging Your Accounting and Tax Client Lists<\/h3>\n

Intuit\u2019s goal is to make QuickBooks Online Accountant the place where you can manage all<\/em> of your accounts, including tax clients. Prior to this release, you would have had to manage two separate client lists, one in QuickBooks Online Accountant, the other in ProConnect Tax Online. That was inconvenient and could lead to inaccurate information in one place or the other if a client changed an address. You also would have to keep track of two separate logins.<\/p>\n

With this update, you will see a Tax<\/em> column at the far right of your QuickBooks Online Accountant client list. This column shows the status of the current and prior year\u2019s tax returns.<\/p>\n

\"PTO1\"<\/p>\n

There are two elements to the status value. One is the IRS automated status for a return that has been submitted, which shows in red. The other status value, for returns that haven\u2019t been submitted, is shown in black. This is the status that you assign yourself, in ProConnect Tax Online.<\/p>\n

If you have multiple returns for the client you will see a dropdown list, so you can select the return to work with.<\/p>\n

\"PTO2\"<\/p>\n

When you look at the client detail window in QuickBooks Online Accountant, you will see a new tab for Tax<\/em><\/strong>. This will list all<\/em> of the tax returns that you have for this client in ProConnect Tax Online, not just the two most recent.<\/p>\n

\"PTO3\"<\/p>\n

The values in the client detail view, as well as in the client list, are links to the actual returns in ProConnect Tax Online. Click on the link; it opens that tax return without your having to log in again in that product.<\/p>\n

\"PTO4\"<\/p>\n

A few notes about this new integration:<\/p>\n