Can I change client type? whenever the clients get pulled from QBO they come in as a business, even if it's an individual

client-daleyn-co · ‎07-13-2020

I use a secondary billing system and it creates invoices in QBO, but proconnect keeps bringing the clients in as business every time. I can choose personal for the actual return but the type is still lsited as business

George4Tacks · ‎07-13-2020

Are they a sole proprietor business?

https://proconnect.intuit.com/community/individual/help/quickbooks-online-accountant-to-proconnect-t...

Here's wishing you many Happy Returns

kathrynM · ‎12-13-2022

Are you still having this issue!? This is happening to me with Ignition payment system integration with QBO. All my proconnect clients from QBO are coming in as business. If you found a solution, I would LOVE to hear it.

Can I change client type? whenever the clients get pulled from QBO they come in as a business, even if it's an individual

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.