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Level 3
January 5, 2024
Discussion ongoing

Additional ideas for ProConnect

Related products:ProConnect
  • January 5, 2024
  • 2 replies
  • 5 views

1.  Easy access to OneDrive.

2.  Import from Quicken.  Not just Quickbooks.

2 replies

Level 2
April 11, 2025

ProConnect is not correctly applying charitable contribution carryovers in accordance with IRS guidelines outlined in Publication 526. Instead of using the oldest carryovers first—as permitted—ProConnect is applying the current year’s contributions before utilizing carryovers from prior years. As a result, my client’s fifth-year carryover is at risk of expiring unused, leading to a permanent loss of that deduction.

Level 7
April 16, 2025

Thanks for the idea to "Provide 1.  Easy access to OneDrive.

2.  Import from Quicken.  Not just Quickbooks.". We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.
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