PFA1981
Level 2
01-29-2025
04:10 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
How in the world the I accept an invite from a client for their QBO (we use the QBOA integration with ProConnect) and have it map to an existing client? Do I really have to call ProConnect and have all the past returns moved over to the new client that is connected to their QBO subscription?
Thanks
PFA1981
Level 2
02-06-2025
12:08 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Has no one else had this issue? Every time a pre-existing client migrates to QBO and invites us, I have to spend at least 30 minutes on the phone with ProConnect help to have ITO Care copy over the return to the new QBO connected client. It is insanity.
