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H
hoovercocpa
Level 1
March 10, 2022
Question

Can I change the client name in ProConnect Tax online

  • March 10, 2022
  • 1 reply
  • 9 views
My QBOA file will not export to ProConnect Tax Online.   My guess is because the QBOA file is not named exactly the same as the 1120S file.   How can I change the 1120S file client name so they can sync up?
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1 reply

George4Tacks
George4Tacks
Level 15
March 10, 2022

In the Clients screen > click the View client & returns > Edit Client

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