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schultz2020
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I am leaving my latest CPA . His oversight of inexperienced employees was deficient. There are gaps in the QB Accountant Pro data from the current CPA so I am piecing together what I can. 

I have secured Quickbook data from my previous CPA, a very reputable firm. They sent 3 years or so of Federal tax returns and general ledgers in PDFs. Since this is 2020, for audit purposes, I would like to cover 2010 at the least. Please tell me if QB 2020 has the capacity to integrate the PDF information into my register. Also. can the PDFs of the tax returns be maintained as such in the QB, without data integration?

How hard would it be to convert  Quicken files to QB Enterprise 2020? I may have some overlap there.

Have you any experience with using Money Thumb, or other, to accomplish the OCR?

I am using a Brother MFC-J825 printer.

Thank you. 

Patricia S.

 

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