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Quickbooks for clients tax returns

Level 3

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.



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2 Replies 2
Level 15

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.

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Level 15

QB exports its reports as Excel.

Lacerte trail balance imports from Excel.

Have you considered using that method?





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