jqshops
Level 1
01-27-2022
05:27 PM
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I'm looking to import client data from their QBO account, I do not do any bookkeeping for them, they do this on their own, and I just want to transfer the info to Proconnect to prepare their return.
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qbteachmt
Level 15
01-27-2022
06:45 PM
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It matters if you use QBO Accountant portal and have this client listed, or you are not their accountant user and intend to use their log in. I would start here:
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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.
