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How can I export my firm's data from QBOA into Intuit ProConnect?

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Level 1
last updated ‎March 27, 2020 1:27 PM
 
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Level 15
last updated ‎March 27, 2020 1:27 PM

Trial Balance was replaced by Prep for Taxes last year but the process is similar.  You may refer to this article for detailed instructions:

https://quickbooks.intuit.com/learn-support/en-us/book-to-tax/prepare-and-export-your-clients-accoun...

@IntuitAustin Here's an outdated article on this topic and it even has a broken link in it.  Could you please ask the Contents team to review this and the remaining articles?  Thanks!

https://proconnect.intuit.com/community/help-articles/help/generating-a-tax-return-for-proconnect-ta...

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Community Manager
Community Manager
last updated ‎March 27, 2020 1:27 PM

Thank you! I'm reporting this to the content team. 


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