Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Intuit
Virtual · Free
Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
Free CPE/CE
Intuit
Virtual · Free
Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
Free CPE/CE
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Can I change client type? whenever the clients get pulled from QBO they come in as a business, even if it's an individual
Can I change client type? whenever the clients get pulled from QBO they come in as a business, even if it's an individual
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
client-daleyn-c
Level 1
07-13-2020
11:14 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I use a secondary billing system and it creates invoices in QBO, but proconnect keeps bringing the clients in as business every time. I can choose personal for the actual return but the type is still lsited as business
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
2 Comments 2
George4Tacks
Level 15
07-13-2020
11:35 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Are they a sole proprietor business?
Answers are easy. Questions are hard!
kathrynM
Level 1
12-13-2022
12:33 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Are you still having this issue!? This is happening to me with Ignition payment system integration with QBO. All my proconnect clients from QBO are coming in as business. If you found a solution, I would LOVE to hear it.
