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allisonstitcher
February 1, 2021
Question

export from QBO to procnnect

  • February 1, 2021
  • 9 replies
  • 71 views

Is the export feature not working yet to push a return from QBO to proconnect?

9 replies

Ryan_MModerator
Moderator
February 1, 2021

Hi @allisonstitcher,

 

I'll answer this query for you.

 

This specific feature you stated above is exclusive to our QuickBooks Online Accountant version. It has the Prep for taxes tool that allows the accountant to export a client's tax info from QuickBooks Online (QBO) to ProConnect Tax Online. 

 

Feel free to submit feedback to our product developers if you want to have this feature available in QBO. Rest assured, our product developers go through any feedback submitted by our users. 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.

Post a reply if you have other questions about QBO. I'll be around to help you out.

allisonstitcherAuthor
February 2, 2021

I understand this is a QBO accountant version feature. I am a QBO accountant. However, I tried to follow this process yesterday as I did last year and it would not show up. It gave me the option to export to csv but not to proconnect. 

Rea_M
Level 10
February 3, 2021

Is it that you just can't export the accountant's books to proconnect because when I look at a client I can, but on mine I can't


Hello there, @allisonstitcher.

 

You're already on the right track in exporting your client's tax info from QuickBooks Online (QBO) to ProConnect. Let me share further details about this.

 

It isn't your QuickBooks Online Accountant (QBOA) account that'll be exported to ProConnect, it's your client's QBO details or books when preparing their taxes for the season. Each of your clients has their dedicated Prep for taxes page. Here are the two ways to get to Prep for taxes:

  • If you're in QBOA, go to the Clients tab. Find your client and select Prep for taxes from the Actions column.
  • If you’re working in a client’s QBO account, select Prep for taxes from the Accountant Tool drop-down.

 

After that, you'll have to review your client's accounts, make adjusting entries (as needed), and then map and export tax forms. For the step-by-step guide, you can refer to this article: Use Prep for taxes to map and export your clients’ tax info.

 

Also, I'm adding this article to further guide you in managing your client's account using QBOA: QuickBooks Help Articles. It includes topics about data security, advanced accounting, and banking, to name a few. You can click the + More topics button to view other selections.

 

Let me know how it goes in the comments below. I'm just around to help if you have other concerns about exporting and managing client's tax info in QuickBooks. Take care always.

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