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ProConnect Clients not Syncing in Tax Advisor

Level 1

Has anyone else had issues with syncing their clients from ProConnect into Tax Advisor?

I tried creating a tax plan for a new client in ProConnect, with 50 tax credits available, although when I enter their name nothing comes up and I can't hit next. 

Is this a syncing error, or something else?

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1 Comment 1

@AMcNaney Are you continuing to have syncing issues? Let us know by replying to this thread and we can research further. 

Here's a help article in case this assist you: Getting started with Intuit Tax Advisor

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