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Level 2
March 8, 2023
Question

Why can't I select "Update Return with QuickBooks Data"

  • March 8, 2023
  • 1 reply
  • 13 views

The option Update Return with QuickBooks Data is gray and won't let me select it.  The file is a QBB and the program I'm trying to import to is Pro Series.  I don't have QuickBooks on my computer and I really would rather not have to buy it for one client.  Any help is very much appreciate.  I'm aware that different years can't be imported so that's been verified. 

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1 reply

IntuitEric
Level 5
April 14, 2023

I'm sorry you are experiencing this behavior.

Please review the following articles for assistance:

Updating ProSeries tax return with QuickBooks data

Importing QuickBooks Online Clients to ProSeries

Level 2
April 14, 2023

I appreciate the comment.  My client is not using QBO for 2022 so this did not solve the issue.  

IntuitEric
Level 5
April 14, 2023

Thanks for clarifying. Please review the first link, it is for QuickBooks desktop.  I provided both links because I wasn't sure what QBB stood for.