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Quickbooks for clients tax returns

billsh79605
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.

 

Bill

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IRonMaN
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.

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
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qbteachmt
Level 15

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

https://proconnect.intuit.com/community/individual/help/importing-excel-into-the-lacerte-trial-balan...

 

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