janet_grossman
Level 2
‎12-06-2019 06:52 PM

I purchased proseries under two different user ids., Can I merge my customer accounts so i can transfer data files from one year to the next?

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Just-Lisa-Now-
Level 15
Level 15
‎12-06-2019 06:52 PM
You mean you have 2 separate login IDs?   You only have 1 customer license number though, right?  

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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janet_grossman
Level 2
‎12-06-2019 06:52 PM
2 separate login IDs. probably each has its own customer license also since I purchased 2017 and earlier years from Proseries and 2018 from Intuit Employee Purchase plan
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janet_grossman
Level 2
‎12-06-2019 06:52 PM
2 separate log in IDS and 2 customer numbers most likely. 2018 was purchased from Intuit employee purchase plan. Prior years were directly from Proseries. Can I merge to 2017 user ID and customer account number?
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Just-Lisa-Now-
Level 15
Level 15
‎12-06-2019 06:52 PM
seems like you could still transfer client files in, regardless of the license or user ID...open 2018 and choose Transfer and choose the directory of the 2017 client files....

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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George4Tacks
Level 15
‎12-06-2019 06:52 PM

You should contact customer service when they are open. https://accountants-community.intuit.com/articles/1617365-intuit-proconnect-proseries-hours-of-opera...


Here's wishing you many Happy Returns

View solution in original post

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Mt-Juliet--CPA
Level 3
‎12-06-2019 06:52 PM

Have Customer Service Work with you on it

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abctax55
Level 15
‎12-06-2019 06:52 PM

"..2018 was purchased from Intuit employee purchase plan."

Off topic, but I'd really like to know *what* this is.  Paging our favorite pirate :smile:


"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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abctax55
Level 15
‎12-06-2019 06:52 PM
@Ashley at Intuit (aka Henry Jr)
My curiosity has been aroused...what is this employee purchase plan?
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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janet_grossman
Level 2
‎12-06-2019 06:52 PM
I work for TurboTax. They give great employee discounts if you want to purchase Proseries
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itonewbie
Level 15
‎12-06-2019 06:52 PM
Ic. Moonlighting is encouraged.
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Still an AllStar
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Fahad
Level 1
‎02-09-2021 09:09 PM

Just wanted to see if you were able to solve your issue. I have the same situation. 

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