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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.
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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duplicate clients due to QBO
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gentao
Level 2
12-05-2023
05:59 PM
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I use QBO mostly for my clients. This year, for the first time, I'm thinking of using Proconnect to prepare tax returns. When I saw the list of the clients, it was already there, however, I don't want to merge them.
Is there any way not to merge, but you can still use the Proconnect tax to prepare the returns? Should I make inactive QBO clients under the Proconnect client page? Please advise. Thank you!
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