Only the Quickbooks Administrator can update ProSeries returns with QuickBooks data.For example, ProSeries 2020 can only import from QuickBooks 2019, 2020 and 2021.The import can only be done with a version of QuickBooks that is one year previous, one year later, or the same year as the ProSeries tax return.She presently serves on the Advisory Board for PCLaw|Time Matters, PLLC.Updating a tax return in ProSeries Professional with data from a QuickBooks company file.
Riel also served as an Adjunct Professor in Georgetown University’s Paralegal Studies Program, having taught the course, “Legal Ethics/Legal Technology” in 2009 and “Legal Technology” for the Spring and Summer Semesters of 2010. In 2009, she participated in the series of day‐long seminars sponsored by the District of Columbia Bar Association Practice Management Section, titled “Basic Training: Learn About Running a Law Office”. Department of Veterans Affairs, as well as with small‐ to mid‐size law firms in the Baltimore‐Washington D.C. As a trainer, Dana has provided training services to organizations such as the DOD Defense Logistics Agency, Judge Advocate General’s Office (JAG)/Department of the Navy, University of the District of Columbia School of Law, U.S.
Her firm is the authorized training center for the region for Time Matters and PCLaw by PCLaw|Time Matters, PLLC Timeslips and Peachtree Accounting by Sage Software and QuickBooks by Intuit Corporation.
Please contact the QuickBooks Pro Advisors at Crosspointe at 87 or write to us at if you have any questions or if we may be of assistance. If you link QuickBooks Desktop to third-party software such as time & billing or practice management programs, be advised those third-party programs will work with supported QuickBooks Desktop versions.
If you use QuickBooks Desktop software for your accounting needs and use any of the features listed above, it is important to use a supported version. Intuit was known to be generous in supporting several past versions of QuickBooks Desktop, but they have now joined other software companies in limiting their support to the “Present Version Plus One Back” rule. This is similar to Microsoft Office 365 programs – they are software, they can be installed on computers, but you pay a subscription fee to the manufacturer at least annually in order to continue using the program and maintain access to your data. Please be advised, however, that the latest version is a subscription-only software program for Windows.
QuickBooks Desktop Accountant – Versions 2019 and Older.QuickBooks Enterprise Solutions – Versions 2019 and Older.