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ProConnect Clients not Syncing in Tax Advisor
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AMcNaney
Level 1
12-12-2023
05:24 PM
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Has anyone else had issues with syncing their clients from ProConnect into Tax Advisor?
I tried creating a tax plan for a new client in ProConnect, with 50 tax credits available, although when I enter their name nothing comes up and I can't hit next.
Is this a syncing error, or something else?
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1 Comment 1
IntuitGabi
Moderator
12-18-2023
09:15 AM
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@AMcNaney Are you continuing to have syncing issues? Let us know by replying to this thread and we can research further.
Here's a help article in case this assist you: Getting started with Intuit Tax Advisor
