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- Why do some of my customers in QB Accountant NOT appear as Clients in Proconnect? For example, I have one whom I have invoiced for services, but do NOT keep books for
Why do some of my customers in QB Accountant NOT appear as Clients in Proconnect? For example, I have one whom I have invoiced for services, but do NOT keep books for
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TechFin
Level 1
03-26-2023
11:55 AM
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I know QB Accountant has "customers" and "clients", so I'm specifically talking about Customers. In articles on Proconnect it says that the "customer list" is shared between QB and Proconnect but it does not appear to be consistent. Is there something I need to do in QB with the customer's record to make it available in Proconnect?
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