Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Questions on duplicate clients - more details in comments
Questions on duplicate clients - more details in comments
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
meganmackin
Level 1
05-10-2022
07:54 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
We have questions on how everyone handles their duplicate clients. We are looking to start practice management and we're hoping to have things cleaned up before we started but are running into some issues.
For example - we have a client in ITO that also have a QBO file, but they are under different names so they create a duplicate. We looked into the merge utility feature but it appears that we aren't able to utlize if we aren't the owner on the quickbooks file.
Does anyone have suggestions on how they handle these?
For example - we have a client in ITO that also have a QBO file, but they are under different names so they create a duplicate. We looked into the merge utility feature but it appears that we aren't able to utlize if we aren't the owner on the quickbooks file.
Does anyone have suggestions on how they handle these?
Labels
1 Comment 1
meganmackin
Level 1
05-10-2022
07:58 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Any information on how you handle duplicate information is appreciated!
