How do I create a tax return for my accounting firm from QBO to ProConnect link?

7 replies
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When I go to ProConnect, only my clients are available to create a tax return. I actually want to do my own business tax return and import my QB data.

ProConnect Tax Online

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itonewbie

Level 15

Unfortunately, I don't believe you can.

---------------------------------------------------------------------------------Still an AllStar

qbteachmt

Level 15

Are you using QBO or QBOA = the Accountant portal? Your own QBO company should be one of the listings in your Client list.

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qbteachmt

Level 15

I found these articles:

https://proconnect.intuit.com/community/help-articles/help/generating-a-tax-return-for-proconnect-tax-online-in-quickbooks/00/5832

Integration function:

https://www.firmofthefuture.com/content/now-available-quickbooks-online-accountant-and-proconnect-tax-online-integration/

Don't yell at us; we're volunteers

itonewbie

Level 15

@qbteachmtYes, these are the processes for clients' books but not the accountant's.

---------------------------------------------------------------------------------Still an AllStar

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