We are setting up Practice Manager and are having an issue importing our client list.
We have QBOA and TaxCalc in place for accounts production and tax return submission, and we use only QBOA for billing our clients. However, TaxCalc has the most accurate client data, and we only need those to be imported into Practice Manager. Since QBPM has the function to sync with QBOA, it creates duplicate client accounts, making it difficult to manage. How can I turn off or stop being integrated with QBOA? Is there any method to remove the option to 'Sync with QBOA' under the three dots on the client dashboard? Thanks!