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Replying to:
christie2
Level 2

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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!

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