Skip to main content
Level 1
July 13, 2020
Question

Can I change client type? whenever the clients get pulled from QBO they come in as a business, even if it's an individual

  • July 13, 2020
  • 2 replies
  • 17 views
I use a secondary billing system and it creates invoices in QBO, but proconnect keeps bringing the clients in as business every time. I can choose personal for the actual return but the type is still lsited as business
This topic has been closed for replies.

2 replies

George4Tacks
Level 15
July 13, 2020
Level 2
December 13, 2022

Are you still having this issue!?  This is happening to me with Ignition payment system integration with QBO.  All my proconnect clients from QBO are coming in as business. If you found a solution, I would LOVE to hear it.