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ProConnect Tax Idea Exchange

Submitted by on ‎02-20-2023 10:12 AM

It 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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Comments
Anonymous
‎10-23-2023 02:05 PM
‎10-23-2023 02:05 PM

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".

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