Learn what to do if you see duplicate client files after exporting data from Prep for Taxes.
Prep for taxes for QuickBooks Online Accountant is a year-end tool. It lets you review and export your client’s QuickBooks accounts. After your review, QuickBooks assigns their accounts to tax forms which you can export to ProConnect Tax Online.
Client profiles are shared across QuickBooks Online Accountant and ProConnect Tax Online. If you already started a return in ProConnect, don’t select Create new return when you’re exporting from Prep for Taxes. This may create duplicate client files.
If you notice duplicates in ProConnect, don’t worry. You can use the Merge Duplicate Client Tool to merge them into one. Follow the ProConnect Tax Online links and get your clients’ tax prep back on track: