Скачать или смотреть From QuickBooks to Drake

BalanceWare has several importing options for many different functions. There are 3-ways to import beginning balances.

In this video, we transfer a QuickBooks trial balance report to BalanceWare, make an adjustment and share tax data with Drake Tax Preparation Software.

We use a CSV file for the QuickBooks transfer. Therefore, technically if your client supplies you with a CSV file, you do not require a Quickbooks installation.

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BalanceWare is rich with features designed for the pressures of a busy tax-season. Your "bases are covered" with importing and exporting to and from BalanceWare. That is the key to getting the typical annual engagement up and running for the new year. More time-saving features ...

-Document Management with Scanning
-Client Communications with Email and Text Messaging
-Compliance Administration - Custom Transmittals, Envelopes and Labels
-Cash Disbursements
-Bank Reconciliation
-Adjusting, Reversing and Tax Journal Entries
-Integrated Loan Amortization with Automatic Journal Entries
-Current Year, 2-Year and 5-Year Financial Statements including Cash Flows
-Integration with Tax Preparation Software
-Sample Companies and context sensitive help with integrated support tickets.

Visit us at https://www.balware.com or email [email protected]. We are happy to discuss what BalanceWare can do for you!