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PFA1981
Level 3
January 29, 2025
Question

QBO Invitation for Existing ProConnect Client

  • January 29, 2025
  • 1 reply
  • 4 views

How in the world the I accept an invite from a client for their QBO (we use the QBOA integration with ProConnect) and have it map to an existing client?  Do I really have to call ProConnect and have all the past returns moved over to the new client that is connected to their QBO subscription?

Thanks

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    1 reply

    P
    PFA1981Author
    Level 3
    February 6, 2025

    Has no one else had this issue?  Every time a pre-existing client migrates to QBO and invites us, I have to spend at least 30 minutes on the phone with ProConnect help to have ITO Care copy over the return to the new QBO connected client.  It is insanity.

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