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Account management
What is the best way to handle this then? Our clients send us their backup of QB which we then import to our QB Pro Plus 2024 desktop version. We also have clients that don't do their own bookkeeping and we input everything into QB Pro Plus for them. We want to be able to run/submit their 1099's when needed as well as complete and submit their payroll taxes quarterly, etc. We don't want QB to process the payroll, we just want to be able to plug in the numbers and file the quarterly returns in QB. What is the best solution for us going forward? Currently, as mentioned before, we are using QB Pro Plus 2024 desktop. Our plan was to use this to for all of our clients. About 70% of our clients books are being done in-house on an old bookkeeping software that the accounting firm had been using and we planned to move all of them over to QB Pro Plus 2024 Desktop but obviously we don't want to do that if the long-term for this platform is going to be an issue. Should we use an Accountants Edition Desktop version? I need to know my/our best option so that by January 1, 2025 we have all of our clients accounts on a QB Desktop edition and we can enter the beginning balances for the new year and be able to process 1099's and payroll tax filings all in one program.