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Intuit has established the ability to import client data from QuickBooks Online Accountant into ProConnect tax. The capability enables users to upload documents directly intoProConnect Tax, regardless of how a client delivered them.
The company says tax forms that can be important include W-2, 1099-DIV, 1099-G, 1099-INT, 1099-Misc, 1099-R, 1098s.
Imports and client source documents can be organized in the new data import drawer, which also can handle Schedule D., Depreciation and K-1 imports.
QBO Accountant can also be used to assign and manage team members in ProConnect Tax. Users can see who is working on each return and assign staff as the return progresses. Return status can also be monitored and filtered by assigned staff members in the Tax Hub.
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards. Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that. A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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Intuit has established the ability to import client data from QuickBooks Online Accountant into ProConnect tax. The capability enables users to upload documents directly into ProConnect Tax, regardless of how a client delivered them.
