This article explains how to install the QuickBooks integration with Expert Tax to enable data connection and transfer.
Guide for Preparer
Below is a step-by-step process that the user must follow to utilize this functionality. This integration allows downloading information from QuickBooks in the format required by Expert Tax.
Installation:
1. Download the application and obtain the configuration name.
To do this, go to the configuration area, select the Import Templates tab, and under the QuickBooks option, click Download Application.
2. When you open the program for the first time, the installation process will begin.
3. To proceed, you must accept the Terms and Conditions.
4. Once the installation process is complete, the official application of the program will be installed.
Before using the integration, the file within QuickBooks must be open. The user needs to select the company and open it.
The user accessing the file must log in as ADMIN. This is to ensure that the Administrator accepts and grants permissions to the program.
If you need assistance, remember that you can request it through your Profile on our new Support Platform, and our staff will contact you as soon as possible. You can also reach us via our new email address at support@experttax.com.