Benefits of QuickBooks Online Integration with ProConnect Tax- October 30, 2023 Registration

Start Date:10/30/2023

Start Time:1:00 PM CDT

Duration:60 minutes

Abstract:

It is a known fact that tax and accounting professionals love to enter data manually! One of the greatest joys a tax and accounting professional can have is a late night spent with a cold cup of stale coffee and the sweet sound of the keyboard as they hand enter data into their software.

Unfortunately, the teams at QuickBooks Online and ProConnect Tax have decided that they want to eliminate this fulfilling experience. This webinar will show you how Prep for Taxes in QuickBooks Online Accountant simplifies the tax preparation process for your QuickBooks Online clients. This webinar has the audacity to go as far as demonstrating how collaboration is improved: allowing users to review and adjust information while letting the entire team view and approve those adjustments; attach and store work papers; and even leave notes!

Prep for Taxes also transfers the adjusted information directly to the mapped tax lines on the client’s tax return in ProConnect Tax. This results in firms scrambling to figure out what to do with the countless hours they will have…now that their beloved data entry time has been reduced.

LEARNING OBJECTIVES:
By completing this session, you will be able to:

Navigate the Prep for Taxes utility
Automate key functions of preparing a tax return
Collaborate with your team
Standardize common tasks and workflows
Create invoices for tax clients

WHO SHOULD ATTEND?
Anyone that prepares or is interested in preparing tax returns for their QuickBooks Online clients

Course Level: Basic
Course Length: 60 Minutes
Prerequisites: None
Delivery Method: Group-Internet
Field of study: Computer Software & Applications – Non-technical
Recommend CPE: 1
Recommend CE: 0

If you're already registered for the Benefits of QuickBooks Online Integration with ProConnect Tax- October 30, 2023 webcast, click below:

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Speakers

Deborah Defer

Director of CAS Consulting

Woodard

Deborah has more than 30 years of accounting experience. She focuses on QuickBooks administration from receivables/payables to payroll setup and processing as well as financial reporting. Deborah primarily spends her time consulting with clients regarding QuickBooks matters, such as training, integration of third-party applications for QuickBooks and troubleshooting issues.

Ross Olson

Sr. Solution Specialist

Intuit

Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.

Benefits of QuickBooks Online Integration with ProConnect Tax- October 30, 2023

Abstract:

Speakers

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