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I need it to actually link with the different client account in QBO though. It is the same company, the problem is that the QBO account is "Inc." and the PTO ac...
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Thanks for the response - I copied the return and renamed it but I don't see how to change the client information?
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I have the accounts mapped in QBO and want to import to PTO, and I have all carryforward info in PTO so do not want to have to start from scratch. If I simply m...
