Money Pro, 1-800Accountant ClientBooks, and April Tax — Which Should You Use?
Money Pro is ZenBusiness's bookkeeping and financial tracking tool. 1-800Accountant ClientBooks is a separate bookkeeping system used with 1-800Accountant services. April Tax is a tax filing and planning partner experience. If you already work actively with 1-800Accountant in ClientBooks, there may not be a reason to run both ClientBooks and Money Pro.
Use Money Pro When You Want ZenBusiness Bookkeeping and Tax-Ready Reports
Money Pro is best when you want to track income, expenses, invoices, mileage, tax reports, and business financial activity inside your ZenBusiness account. It connects to bank accounts, categorizes transactions, and creates reports you can use for tax preparation.
Use Money Pro if:
- You want one place to track business income and expenses.
- You use ZenBusiness invoices or payment collection.
- You want reports for tax filing, including tax details and expense summaries.
- You plan to use April-powered ZenBusiness tax filing or tax planning.
- You are not already maintaining books in another accountant-managed system.
Money Pro does not replace a CPA. It helps you keep records and prepare reports that a tax professional or tax filing partner can use.
Use 1-800Accountant ClientBooks When Your 1-800Accountant Team Manages Your Books There
ClientBooks is separate from Money Pro. If you have an active relationship with 1-800Accountant and your accountant uses ClientBooks to review or manage your books, ClientBooks may be the better system to keep as your primary bookkeeping workspace.
Running both systems can create duplicate work. You may need to categorize the same transactions twice, reconcile two systems, and explain which report is authoritative at tax time.
A practical rule:
- If your accountant is actively working in ClientBooks, ask them before switching or duplicating work in Money Pro.
- If you are not using ClientBooks with an accountant, Money Pro may be simpler for ZenBusiness bookkeeping.
- If you switch systems, choose a cutover date so reports do not overlap or duplicate income and expenses.
How 1-800Accountant Uses Money Pro Information
1-800Accountant does not automatically have direct access to your Money Pro account. If your accountant needs Money Pro information, you typically export reports and share them.
Useful reports include:
- Profit & Loss
- Expense summaries
- Tax Details for Tax Filing
- Mileage reports
- Invoice/payment records
- CSV exports when requested
Before sending reports, ask your accountant what date range and format they need. If they are preparing a return, they may want the full tax year and supporting details for unusual transactions.
How April Tax Works With Money Pro
April-powered ZenBusiness tax filing and planning is more closely connected to ZenBusiness data than 1-800Accountant ClientBooks. Money Pro information can be used to support April-powered tax filing and tax planning workflows where available.
That means Money Pro is often the better fit if your tax path is ZenBusiness/April-based. It helps keep your books aligned with the information April may use for filing or planning.
If you use April, keep Money Pro categories current before starting tax filing. Review uncategorized transactions, owner draws, personal expenses, mileage, invoices, and bank accounts so the information passed into tax filing is cleaner.
How to Decide
| Situation | Recommended path |
|---|---|
| You already have a 1-800Accountant team actively using ClientBooks | Ask your 1-800Accountant team before using Money Pro as a second system. |
| You want ZenBusiness bookkeeping and tax-ready reports | Use Money Pro. |
| You plan to file through April-powered ZenBusiness tax tools | Use Money Pro and keep categories current. |
| Your accountant asks for Money Pro data | Export reports from Money Pro and share them securely. |
| You want to switch from ClientBooks to Money Pro | Pick a cutover date and confirm the transition with your accountant. |
Do not keep two bookkeeping systems in parallel unless you have a clear reason and your accountant knows which one is the source of truth.
Frequently Asked Questions
Should I use both Money Pro and ClientBooks?
Usually no. If ClientBooks is already working for you with an active 1-800Accountant relationship, running Money Pro at the same time may create duplicate categorization and reporting work. Use one system as your primary bookkeeping source unless your accountant specifically asks you to maintain both.
Can 1-800Accountant see my Money Pro account directly?
No. 1-800Accountant does not automatically have direct access to Money Pro. If your accountant needs Money Pro information, export the requested reports and share them. Ask your accountant which date range and report type they need before exporting.
What Money Pro report should I send to my tax preparer?
Start with Reports → Tax Reports → Tax Details for Tax Filing, plus Profit & Loss, expense category summaries, mileage reports, and any invoice/payment details your tax preparer requests. Review uncategorized transactions before exporting so the report is useful.
Does April Tax work with Money Pro?
April-powered ZenBusiness tax filing and tax planning can use Money Pro information where available. Money Pro is therefore more closely aligned with April-powered ZenBusiness tax workflows than with 1-800Accountant ClientBooks, which is a separate accountant-managed system.
What if I want to move from ClientBooks to Money Pro?
Ask your accountant for a transition plan. Choose a cutover date, export reports from ClientBooks, start Money Pro from the right bank start date, and avoid overlapping transaction periods. Do not abandon records in the old system until your accountant confirms what must be preserved.
Related Articles
- What Is Money Pro?
- Money Pro Tax Reports
- Tax Preparation & Reports in Money Pro
- How to File Taxes with Money Pro
Still need help? If you still have questions, contact our support team.