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Our firm doesn't use QuickBooks for bookkeeping. Many of our tax clients do, so we need to be able to access their information. We have been buying a desktop version every 2-3 years. Now the desktop versions are pricey and the alternative is a subscription for a year, so I'm wondering what other firms do.
Hopefully this is in the correct community category. Thanks for any ideas.
Bill
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Either keep paying for the new software every couple of years or have the clients print everything to paper or pdf for you to work with.
Slava Ukraini!
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QB exports its reports as Excel.
Lacerte trail balance imports from Excel.
Have you considered using that method?
https://proconnect.intuit.com/community/federal-taxes/help/lacerte-trial-balance-utility-faq/00/5974
http://www.accountingweb.com/sites/default/files/QuickBooks-Integration-Lacerte-Trial-Balance.pdf
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