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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- CHANGING CUSTOMER TYPE!!!
CHANGING CUSTOMER TYPE!!!
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Essence Business Consulting
Level 1
02-19-2024
09:34 PM
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I have seen the same discussion a lot of times here backdated as early as Jan/2022 (so, pretty much 2 years) but I haven't seen any solutions to this issue:
QBO Accountant doesn't have the option to select if a customer is an individual or a business. When transferring the data to Pro Connect Tax, most of the customers are imported as the wrong type (individual saved as business and vice-versa).
Fun part (but NO!) is that there is absolutely NO WAY possible to change that in Pro Connect Tax. Can someone please help with a solution or, maybe INTUIT can come up with an actual way to fix this? Every year is the same thing...
Thank you!
1 Comment 1
IntuitGabi
Community Manager
03-08-2024
04:24 PM
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Hi @Essence Business Consulting,
I've passed your notes along. Thanks for the feedback and I'll let you know of any updates.
-Gabi
