We’ve got a powerful import tool in your tax toolbox. From the new Adams® Tax Forms Helper®, users can connect to a QuickBooks® Online account to upload Payers and Recipients.
From your dashboard, go to “Payers.”
From the Import dropdown menu, select “Quickbooks Online.”
Click “Sign in with Intuit.”
Sign into your Intuit Account.
If you’ve set up 2-step authentication for QuickBooks®, you’ll validate your account with your phone number or a text message.
Click “Continue”.
Tax Forms Helper will establish a connection with your QuickBooks® Account.
If you file taxes for more than one business, you'll repeat this step.
Click “Connect” to continue.
You’ll be taken back to the Helper page, and you’ll click “Get Company Info.”
Add your Payer information and click “Save.”
To add Recipients the the company, click on “Quickbooks Online” to import.
Next, check any or all boxes of your Recipients and click “Import Selected.”
You’ll get a notification that your Recipients are saved. Simply click “Close.”
Your imported data will appear under your “Payers” and “Recipients.” You can now work with your imported Quickbooks Online data in the Helper.
Good on you! You’ve just imported your Payer and Recipient information from Quickbooks Online!