Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

QBO Invitation for Existing ProConnect Client

PFA1981
Level 2

How in the world the I accept an invite from a client for their QBO (we use the QBOA integration with ProConnect) and have it map to an existing client?  Do I really have to call ProConnect and have all the past returns moved over to the new client that is connected to their QBO subscription?

Thanks

0 Cheers
1 Comment 1
PFA1981
Level 2

Has no one else had this issue?  Every time a pre-existing client migrates to QBO and invites us, I have to spend at least 30 minutes on the phone with ProConnect help to have ITO Care copy over the return to the new QBO connected client.  It is insanity.

0 Cheers