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- Can I transfer a client in ProConnect from an old client name to the new client name so that I can import the info from the new client in QBO?
Can I transfer a client in ProConnect from an old client name to the new client name so that I can import the info from the new client in QBO?
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Marla Koosed
Level 2
03-25-2023
01:56 PM
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I have a client in QBO that is called XYZ-Old and the new one is just XYZ. How can I transfer the tax data from the new entity in QBO to the new entity in ProConnect? The new entity doesn't exist in Pro Connect, it doesn't seem.
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