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Collect, organize, secure data in a client portal; collaborate with your clients on a single platform
Collect client data and transfer directly into Intuit ProSeries professional software; reduce manual entry
Import data of your prepaid cards into QuickBooks Desktop for automated finance report updates
Perform a two-way sync between QuickBooks and external databases such as Microsoft Access, MS SQL Server, and more
Integrate with Lacerte tax software to automatically import data into client’s 1040 return
Import IIF files in Multi-user mode securely as no Single User/Admin Mode required to import multiple IIF files
Access QuickBooks data in apps like Excel, Microsoft Access, SQL server, and more; use connector to access QB data
Create customized reports like ?Budget vs Actual?, ?Sales Tax?, etc. to consolidate and compare multiple QuickBooks accounts
Import your Amazon sales orders, receipts, customer, and item from Amazon into your QuickBooks Desktop
Import Journal entries directly into QuickBooks in formats such as ?. qif, .qfx, .ofx, .xls, and .qbo? supported
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