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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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2 Comments 2
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.


Ukraine - hang in there
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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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