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Combine Clients in ProConnect
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Combine Clients in ProConnect
Combine Clients in ProConnect
Submitted by zzz1 on 02-20-2023 10:12 AMIt would be beneficial to have the ability to combine clients in ProConnect instead of having to just make one inactive. This would be especially useful for clients who are already in ProConnect but then make a QBO account later on, that way you do not have to choose between losing prior year inputs and tax mapping from QBO.
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Thanks for the idea to combine clients in ProConnect and QBO. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.
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