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Quickbooks isn't that hard, but it's got a lot of inconsistencies. For instance, when I'm viewing a list of customers, I have to drill way down to the individua
by curun1r 9y ago
Quickbooks isn't that hard, but it's got a lot of inconsistencies. For instance, when I'm viewing a list of customers, I have to drill way down to the individual customer edit screen to make the customer inactive, but when I'm viewing a list of transactions, I can delete one simply from the right-hand menu on the list item. Both are similar list widgets, but the actions you take to interact with the widgets are completely different. It's not hard once you learn it, but you have to learn how to use each screen individually instead of learning patterns that can be applied across different screens.
Intuit's pro tax offering is called Lacerte and it has many points of integration between TurboTax and Quickbooks. To Intuit, the relationships they have with CPAs and bookkeepers don't apply to a single product. Not having worked in the tax group, I tend to be careless about saying TurboTax when I'm referring to the larger tax group, but you're right that I probably should have been clearer that most of the CPAs they deal with are not connected with TurboTax.