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Tax Returns Gone after a client removed me as an accountant from QBO

Forum|Forum|3 years ago
January 26, 2023
7 replies
31 views

I recently had a client remove me from the My Accountant role in Quickbooks Online. I have no problem with that. HOWEVER...when I logged into ProConnect to download old tax returns for their company the tax returns I prepared on Proconnect Online are GONE...like they never existed. They did not move to inactive, they are just gone.

Something is VERY wrong here. The email I got said the Following:

This is to confirm that XXXXXXXXXX has removed your accountant access to the QuickBooks Online company XYZ Company.

You will not find XYZ Company in your client list anymore, but you will still see them as a customer in the sales area of QuickBooks.

QBO and Proconnect should NOT be talking to each other in this way. The tax return history is my records and has nothing to do with the QBO subscription nor my access to their QBO. GET THIS FIXED ASAP!

ProConnect Tax

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Best answer by rr259

Here is the solution.

In Proconnect, go to settings > manage and invite users > click on "edit" next to user name > go to client access and make sure the client(s) you are looking for are checked there.

It appears that when the QBO access is removed, the client is unchecked in the client access section. Not gone, just not assigned to you any more. Same functionality in QBO with manage your team.

IRonMaN

Level 15

Intuit is like a cancer. It doesn't seem to just stay put in one entity. Instead it seems like if you do something in one of their products it affects other products which can get a bit scary at times. Since this place is "staffed" by other users of the products, nobody here can help you. You really need to call support to see who kidnapped your files.

Slava Ukraini!

R

RockyDaleAuthor

Level 2

Tried Proconnect help first, they couldn't do anything. Wanted me to add their support team as a Full user to help the issue. Now working with QBO to find out what triggered the problem. Seems like when the client removed my access Intuit decided to delete them as a "client" from my list. So as it stand right now QBO and PCO are pointing fingers.

The client should have just went to "inactive" not removed completely.

Consider this a PSA.

N

NSBS

Level 2

I have an old client requesting a copy of last year's return and I've been spinning my wheels for the last 30 minutes or so trying to figure out where the return went. Did you ever figure out how to retrieve the returns?

C

Cloudbooks

Level 2

So this seems to be an issue no matter where you delete a client all the things go with them. I deleted a client from mailchimp and now they do not appear in either QBO or PTO. HELP>

C

Connie1

Level 3

Happened to me as well. My client's Quickbooks person did not have permission to access my tax returns. This seems like a violation of privacy as well as an endangerment of my EA credential. How could this happen?

Is there a fix out there--Maryland is playing around with Pass Through Entities and this is not the time to usurp privacy-covered data.

C

Connie1

Level 3

Wait -- I am NOT the QB person. I am the Tax Preparer. Does it relate to my sharing a Google Drive w/client & former GB person? This AI stuff doesn't connect, doesn't distinguish one account from another. If I recall, I was in ProConnect but got switched to QB platform because my question involved QB. No bothers that it's a ProConnect issue. My phone # [removed] in case some one has an immediate insert to this.

C

Connie1

Level 3

Rocky, You are right. There is a compliance issue with that. These are the things we can expect from AI. Artificial pretty much relates to Dumb. In our field, the platform needs to be thoroughly vetted before implemented. Furthermore, this is NOT how I treat a customer. I am so frustrated. I need to respond to the State of Maryland before the 18th.

R

rr259Answer

Level 2

Here is the solution.

In Proconnect, go to settings > manage and invite users > click on "edit" next to user name > go to client access and make sure the client(s) you are looking for are checked there.

It appears that when the QBO access is removed, the client is unchecked in the client access section. Not gone, just not assigned to you any more. Same functionality in QBO with manage your team.

J

Jaqi1

Level 2

My client removed me as an Accountant user since services over. I lost return and all as well. I contacted ProConnect and they walked me through on how to retrieve information of client.

Here you go......

Go to gear icon in right corner

Manage & invite user

then go under your name And edit

go to bottom to Access Clients

use search bar and client name will appear. Add them

All info of client comes back!!!

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