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Locating your Customer Account Number in ProSeries products

by Intuit•1• Updated 1 year ago

Before you start:

Customer Account Number (CAN) can be located within any installed year of ProSeries Professional or ProSeries Basic.
The steps provided below require at least one year of a ProSeries product to be installed and previously successfully licensed.
If you are unable to complete these steps or do not have any year of a ProSeries product installed and licensed please contact ProSeries Customer Service.

Verifying your Customer Account Number details

From the Tools menu, select Options.
Click the Customer Information button.
In the box that pops up, the Customer Number and Sold to ZIP code used to license ProSeries products will show. If necessary, edit these fields.
- This information is also included in the email sent after purchasing the ProSeries license.
Click OK to save any changes and close out the windows.
If any changes were made, you will need to relicense ProSeries.
- For more information on how to license ProSeries, see here.

Agent Notes

For the front-line agents:

Before you give the Customer Account Number(CAN), make sure to verify the customer's information first. Any 3 of the following information should be given by the customer.

Full Name
Account/Business Name
Email Address
Account Address
Phone Number

If the customer cannot give this information they will need to send a Letter of Intent with the company letterhead stating they own the account.

ProSeries Basic 2023ProSeries Professional 2023

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