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Has
Returning Member

QB Practice Manager

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!

1 REPLY 1
Maybelle_S
QuickBooks Team

QB Practice Manager

Thanks for checking out the Community space, Has.

 

I've checked your posts and found that you've published similar questions twice. Please know that the duplicate one has already been answered by my colleague. 

 

You can view her answer through this link: https://quickbooks.intuit.com/learn-support/en-uk/reports-and-accounting/practice-manager-ask-me-any....

 

Additionally, you can visit the Intuit Help Hub at https://intuit.me/OHH. It provides personalised support based on your QuickBooks needs.

This brief video guide will help you navigate the platform and address your questions or concerns: https://intuit.me/OHHvideo.

 

I'll be right here to continue helping if you have follow-up questions regarding this topic. Assistance is just a post away. Have a good one!

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