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zzz1
Level 1
February 20, 2023
Discussion ongoing

Combine Clients in ProConnect

Related products:ProConnect
  • February 20, 2023
  • 1 reply
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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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    1 reply

    A
    Anonymous
    October 23, 2023

    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".

    Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.
    ProConnect Idea Exchange

    If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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