Intuit HelpIntuit
How to merge duplicates after converting data in ProConnect Tax
by Intuit•1• Updated 5 months ago
Note: If you are a QuickBooks Online Accountant user and your clients are attached to any third-party app (BILL.com, eBility etc.), we don't recommend using the merge tool as this may affect the connection with the third-party app and your client.
Follow these steps to merge duplicate clients:
- Sign in to ProConnect Tax.
- Select Settings in the lower-left corner.
- Under Tools, select Convert Data.
- On your Data dashboard, you'll see a list of conversions you've submitted, and the status of each conversion.
- If the conversion status is Completed with duplicates found, select on View duplicates to continue.
- You'll see a list of converted clients that may be duplicates.
- Select Review on any client to view details.
- A Resolve duplicate clients window will appear, where you can compare the client data that was converted to the data already in your client list.
- To the left you'll see the data converted from another program.
- To the right, you'll see an existing client that may be a duplicate.
- If multiple clients with matching information are found, select Select a client to view a list.
- Compare the client information. If the client isn't a duplicate, select Save as new client.
- Make the information on the screen is correct.
- Select Confirm to create the new client.
- If the clients are duplicates, select Preview merge clients to continue.
- Use the radio buttons to select which client information you'd like to keep.
- Select the Next button to the lower right of your screen.
- Make sure the client information is correct as it appears here.
- Select Confirm to merge the clients.
- Repeat steps for any clients listed as suspected duplicates.
- Select Done to return to your Tax Returns list.
Related topics
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- How to make a client inactive in ProConnect Taxby Intuit•17•Updated over 1 year ago
- How to convert tax return data into ProConnect Taxby Intuit•74•Updated September 16, 2024
- How do I merge client data in ProConnect Tax?by Intuit•18•Updated April 10, 2024
- Data Conversion quick reference guide for ProConnect Taxby Intuit•44•Updated July 26, 2024