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A
allisonstitcher
February 1, 2021
Question

export from QBO to procnnect

  • February 1, 2021
  • 1 reply
  • 0 views

Is the export feature not working yet to push a return from QBO to proconnect?

1 reply

R
Ryan_M
February 1, 2021

Hi @allisonstitcher,

 

I'll answer this query for you.

 

This specific feature you stated above is exclusive to our QuickBooks Online Accountant version. It has the Prep for taxes tool that allows the accountant to export a client's tax info from QuickBooks Online (QBO) to ProConnect Tax Online. 

 

Feel free to submit feedback to our product developers if you want to have this feature available in QBO. Rest assured, our product developers go through any feedback submitted by our users. 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.

Post a reply if you have other questions about QBO. I'll be around to help you out.

A
allisonstitcherAuthor
February 2, 2021

I understand this is a QBO accountant version feature. I am a QBO accountant. However, I tried to follow this process yesterday as I did last year and it would not show up. It gave me the option to export to csv but not to proconnect. 

BettyJaneB
BettyJaneB
February 2, 2021

Hi there, @allisonstitcher.

 

You've got me here to ensure that you'll be able to export your tax data from QuickBooks Online to ProConnect.

 

The option to export to ProConnect should be visible. Since this isn't your case, I recommend accessing your account on a private window and export it from there. Doing this helps us determine if the issue has something to do with the stored cache files on your browser.

 

You may use these shortcut keys to launch the window:

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Mozilla Firefox
  • Ctrl + Shift + P for Microsoft Edge
  • Command + Shift + N for Safari

If the option to export to ProConnect is now showing up, you can go back to your regular browser and clear its cache. Clearing these files, QuickBooks will load a new version of everything displayed on the page. It eliminates the unnecessary data, which leads to odd issues like the one that you've encountered.

 

I also suggest running the Health Checkup Tool. It is used to check multiple aspects of the browser to ensure the application runs seamlessly.

 

I'm sharing this reference that you can use in preparing your tax data for ProConnect: Prepare and export your clients' accounts with Prep for taxes.

 

However, if doing this doesn't make a difference, I suggest reaching out to our Customer Care Team. They have the necessary tools that can help check the reason behind this matter.

 

You can contact them by following these steps below:

  1. Click on Help at the top menu bar.
  2. Hit on the Contact Us button.
  3. Enter a brief description of the issue in the What can we help you with? box.
  4. Press on Let's talk.
  5. Select on Get a callback.
  6. Key in your contact details, then tap on Confirm my call.

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If there's anything else that you need about this or with QuickBooks, let me know. I'm always here to help you out.  Thanks for coming, and have a good one!

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