Comment
Returning Member

The deployment of these new roles has been a complete mess. We had our roles setup perfectly where our preparers could add and edit clients without gaining any additional access into the firm on the QBO side. Now with these new roles that ability is completely gone. They clearly did not test this well before implementation. I spent an hour with support and requested a case be escalated and then called my account rep and discussed it with him. He said he would make sure it was escalated and we'd have a response in a few days. It's now been 2 weeks. It's like the QBO team and ProConnect team have no idea what the other is doing when they make updates.