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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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