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Require my approval to add or update client list.

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Require my approval to add or update client list.

CatM

I frequently have to deactivate erroneous "clients" that Intuit automatically adds to my client list in ProConnect and/or QBO.

- The same client name gets added two, three+ times, with additional characters added. Don't know why.

- Vendors from my QBO appear as a tax client in ProConnect.

- Mock clients (for training) from ProConnect appear as clients in QBO.

I probably have more inactive clients than active ones. This creates work for me and wastes my time.

 

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