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Level 1
January 10, 2023
Question

Import balances from QuickBooks

  • January 10, 2023
  • 2 replies
  • 23 views

I'm trying to export balances to ProSeries Tax 2022, and getting an error of no QB Connection, I called and got nowhere... after trying a different way in ProSeries through the "Tax Import", the other error I got was "Tax Import is not available yet for Tax Year 2022. Tax scheduled to be available in the second week of Jan 2023." I aso tried the other way, from QB to PS, and only option is to "Export Balances to ProSeries Tax 2021"... I guess I'm too early, but just in case if anyone else is getting this errors.

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2 replies

Level 3
February 1, 2023

The trick is when logging into QuickBooks, must be Admin.