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- Will Proconnect import QBO info if they are the account holder and they use QBO, can you use your QBO to access their info and transfer to Proconnect to prepare return
Will Proconnect import QBO info if they are the account holder and they use QBO, can you use your QBO to access their info and transfer to Proconnect to prepare return
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jqshops
Level 1
01-27-2022
05:27 PM
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I'm looking to import client data from their QBO account, I do not do any bookkeeping for them, they do this on their own, and I just want to transfer the info to Proconnect to prepare their return.
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qbteachmt
Level 15
01-27-2022
06:45 PM
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It matters if you use QBO Accountant portal and have this client listed, or you are not their accountant user and intend to use their log in. I would start here:
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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.
