The ProConnect <> Juno integration works by pushing the data that Juno has extracted, directly into ProConnect. You will see the automation run 100% live, making clicks with your mouse and typing with your keyboard.
Important Note for Free Trial Users:
Prior to exporting to your ProConnect instance, you'll need to complete your free trial period. During your customer onboarding meeting, a member of our team will:
Share the integration app download link with you
Guide you step-by-step through connecting your tax software
Ensure you’re fully set up and ready to start exporting with Juno
Video Instructions:
Running the ProConnect Export
First, open the Juno application and select the client you want to export. If you haven't downloaded the Juno Desktop app please check the email you received prior to your onboarding call.
Upon selecting the client Juno will prompt you to initiate a Scan. This will allow you to map data from your source documents to existing forms in the ProConnect return. This is very important for any instances of carry forward.
Upon clicking "Scan Existing Forms" Juno will open a browser and prompt you to sign in to ProConnect.
Once you are signed in simply search for the return of the client you are about to export and click "View Return." After doing so Juno will initiate its scan to discover appropriate forms for matching.
Once the scan is complete you'll see your browser update to the below screen.
PS -don't close this browser yet.
Now we'll want to return to the Juno Integration App where we'll see that our screen has updated. For each document you can now click the dropdown in the "Action" column.
Within this column you'll see a few options:
Add New Form - This will create a new form in ProConnect and input the data you validated in Juno into it.
Skip - This will skip this document when you export.
Lastly, you'll see the options that Juno identified in the scan. By selecting one of the options Juno will then navigate to that document and input the validated data. Check out the video above to see this in action.
Once all the documents are mapped appropriately, click the "Enter Data" button in the lower right. This will initiate the export in the same browser that was used for the form scanning.
Once the export is complete the browser will close and the Juno application will indicate that the export is complete. You can now view all the exported data in ProConnect.
Still have a question?
Email us at [email protected]. We're happy to help!