Manual Data Entry

If your client does not use QuickBooks Online or Xero, you will need to manually input business data

Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over a week ago

Any business can be projected and used in Tax Planner Pro even if they don't keep their bookkeeping in QuickBooks Online or Xero.

Above you will see that there are several income and expense categories in the manual data entry module, and you can add as many custom fields as you like.

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