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Can i merge two customer accounts to one customer account?

Forum|Forum|6 years ago
December 7, 2019
11 replies
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I purchased proseries under two different user ids., Can I merge my customer accounts so i can transfer data files from one year to the next?

ProSeries Professional

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Best answer by George4Tacks

You should contact customer service when they are open. https://accountants-community.intuit.com/articles/1617365-intuit-proconnect-proseries-hours-of-opera...

Intuit Community Champion

Intuit Community Champion

You mean you have 2 separate login IDs? You only have 1 customer license number though, right?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

janet_grossmanAuthor

Level 2

2 separate login IDs. probably each has its own customer license also since I purchased 2017 and earlier years from Proseries and 2018 from Intuit Employee Purchase plan

janet_grossmanAuthor

Level 2

2 separate log in IDS and 2 customer numbers most likely. 2018 was purchased from Intuit employee purchase plan. Prior years were directly from Proseries. Can I merge to 2017 user ID and customer account number?

Intuit Community Champion

Intuit Community Champion

seems like you could still transfer client files in, regardless of the license or user ID...open 2018 and choose Transfer and choose the directory of the 2017 client files....

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

George4TacksAnswer

Level 15

You should contact customer service when they are open. https://accountants-community.intuit.com/articles/1617365-intuit-proconnect-proseries-hours-of-opera...

Answers are easy. Questions are hard!

Level 4

Have Customer Service Work with you on it

Level 15

"..2018 was purchased from Intuit employee purchase plan."

Off topic, but I'd really like to know *what* this is. Paging our favorite pirate

HumanKind... Be Both

Level 15

@Ashley at Intuit (aka Henry Jr)
My curiosity has been aroused...what is this employee purchase plan?

HumanKind... Be Both