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Taxman605
Level 2
January 23, 2025
Question

QBO TRIAL BALANCE TRANSFER TO PROCONNECT

  • January 23, 2025
  • 1 reply
  • 10 views

My client has a QBO subscription which they pay for.  I have Accountant access to the QBO file.  Can the trial balance for this client be exported to ProConnect  via Prep For Taxes?

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    1 reply

    Quack_Shot
    Quack_ShotIntuit Community Champion
    Intuit Community Champion
    January 24, 2025

    Yep, you can import. I find it somewhat more difficult to do, than just entering myself. But if you go to the ProConnect webinars, then there should be an on demand option to view a webinar on the Prep for Taxes feature.

    “The only true wisdom is in knowing you know nothing” -Socrates
      T
      Taxman605Author
      Level 2
      January 27, 2025

      How do I clear the error message every time I try to import it into ProConnect.  Support could not provide a resolution.

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