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PLEASE PLEASE add a way to change client types, business vs individual.

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PLEASE PLEASE add a way to change client types, business vs individual.

bishop-associates-ltd

PLEASE PLEASE PLEASE add a way for us to change the client type, from business to individual and vise versa; this one issue has caused so much frustration for our firm when we have LLCs that file as S-Corps and individuals who need to be billed under seperate accounts in QBO; part of the problem is when you create a new client in QBO it automatically makes it an INDIVIDUAL-type client in ProConnect and THERE'S NO WAY TO CHANGE IT; you can't store an EIN or a company name unless it's a business-type client in PrConnect! Thank you. (Same goes for new QBO client subscriptions, ProConnect makes them individual clients which is no bueno especially for our corporate clients.)

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

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3 Comments
IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Certus
New Member

This would be crazy helpful for our firm as well!!

tishl
Returning Member

This is a Serious Problem for our firm as well! With no way to set this when adding a client or change it, the client type is wrong atleast 50% of the time. Why can this not be changed?? I have contacted support with QuickBooks Online as well as Proconnect multiple times and they do not have a way of fixing this either!! The work arounds they are instructed to give users is not a viable option and their hands are tied after that. I have faith in the fact that the back-end engineers and technicians for Intuit can change this. We are begging that you do so. 

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