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- Can I change the client name in ProConnect Tax online
Can I change the client name in ProConnect Tax online
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hoovercocpa
Level 2
03-09-2022
06:34 PM
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My QBOA file will not export to ProConnect Tax Online. My guess is because the QBOA file is not named exactly the same as the 1120S file. How can I change the 1120S file client name so they can sync up?
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George4Tacks
Level 15
03-09-2022
09:51 PM
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In the Clients screen > click the View client & returns > Edit Client
Answers are easy. Questions are hard!
