By using the Trial Balance Utility in QuickBooks Online Accountant (QBOA), tax prep is accelerated and the accuracy of year-end book analysis is improved.
Before you start
- Using the Trial Balance Utility creates a new return in ProConnect Tax.
- If a return was created in the Trial Balance Utility, subsequent exports to ProConnect Tax will ask if the current return should be modified or a new return should be created.
- An export from QBOA won't push information into an already existing ProConnect Tax return that wasn't created within the QBOA Trial Balance utility.