- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Connecting existing QBO and ProConnect accounts
I have a QBOA company account that was started in 2016. I have a ProConnect (formerly ITO) account started in 2009. I would like to connect the existing ProConnect to QBOA. How can this be done? Currently, the QBOA account connects to a blank ProConnect account. The existing ProConnect account has hundreds of clients and prior year returns, so manually copying a decade worth of data would be a pain. Thanks!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Other questions
Hi there, christie2.
There are two ways to integrate ProConnect with QuickBooks Online Accountant. First is within QBOA firm and the second one is within a client’s company. For further information about these processes, please refer to this article: https://community.intuit.com/articles/1763513-how-do-i-access-a-proconnect-tax-online-pto-return-in-...
Don’t forget to visit us again if you have other questions about QuickBooks.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Other questions
Hi MikiD -
I am aware of how to access ProConnect through QB, but my QBOA account leads to a version of ProConnect which is completely blank - no clients, no firm information, nothing. I have a different ProConnect account which was started before QBOA existed, and it is full of clients. I want to bring my existing ProConnect account into my QBOA account so that all my existing clients can be accessed through my QBOA account. I am looking for a way to merge or import my existing firm.
Thanks!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Other questions
Let me route you to the team who can further help you with this, Christie.
I would recommend contacting our phone support to check why you see nothing when you access your pro connect account. They have more tools to check this further.
- Click the Help menu and choose Contact us.
- Write a short description of your concern and click Continue.
- Choose from Chat or Call us.
Feel free to reach out if there's anything that we can help.