Jshah2001
Level 1

I have signup for pro connect and am at file conversion stage. I am advise by pro connect to enter SSN for Individual tax client for billing in qbo and EIN for business client who are qbo client as well as tax client.

I see pro connect show qbo Individual client as Business client, so it do not allow me to enter SSN as id for Individual client. I do not see option to change client type in qbo and in pro connect.

Is there solution.

 

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