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Robbie Wood
Level 1

Can I convert a customer in QBO Accountant into a client (so I can add a QBO subscription)? My CCH iFirm billing module creates a QBO customer when it synchs.

QBO customers can't have QBO subscriptions - only QBO clients can.

1 Comment 1
MoiraskyeT
QuickBooks Team

Can I convert a customer in QBO Accountant into a client (so I can add a QBO subscription)? My CCH iFirm billing module creates a QBO customer when it synchs.

Welcome to Community, Robbie.

 

In QuickBooks Online Accountant (QBOA), there's no option to convert your customers to a client. Instead, we can manually add your customer as a client in your QBOA and delete in if necessary. 

 

If you're syncing regularly between CCH iFirm and QBOA and customers are continuously being created, this manual process may need to be repeated often.

 

If you have follow-up questions, feel free to click the reply button.

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