ProConnect Tax OnlineProConnect Tax Online now offers a powerful tool to help you merge any duplicate clients created by the data conversion process from your previous tax software. This article will help you merge clients after your data conversion is completed. If you haven't converted your data yet, see ProConnect Tax Online Conversion Information to get started.
 

Follow these steps to merge duplicate clients:

If you are a QBOA user and your clients are attached to any third-party app (BILL.com, eBility etc.), we do not recommend using the merge tool as this may affect the connection with the third-party app and your client. 

Follow these steps to merge duplicate clients:

  1. Sign in to ProConnect Tax Online.
  2. Click the Gear Icon at the top right corner of your screen.
  3. Under Tools, select Convert Data.
  4. On your Data dashboard, you'll see a list of conversions you've submitted, and the status of each conversion.
  5. If the conversion status is Completed with duplicates found, click on View duplicates to continue.
  6. You'll see a list of converted clients that we suspect may be duplicates.
  7. Click Review on any client to view details.
  8. A Resolve duplicate clients window will appear, where you can compare the client data that was converted to the data already in your client list.
    • On the left, you'll see the data converted from another program.
    • On the right, you'll see an existing client that we think may be a duplicate.
    • If multiple clients with matching information are found, click Select a client to view a list.
  9. Compare the client information. If the client isn't a duplicate, select Save as new client.
    1. Ensure the information on the screen is correct.
    2. Click Confirm to create the new client.
  10. If the clients are duplicates, select Preview merge clients to continue.
    1. Use the radio buttons to select which client information you want to keep.
    2. Click the Next button at the bottom right corner of your screen.
    3. Verify the client information is correct as it appears here.
    4. Click Confirm to merge the clients.
  11. Repeat steps 7-15 for any clients listed as suspected duplicates.
  12. Select Done to return to your Tax Returns list.


Related Topics

ProConnect Tax Online Conversion Information
What's new for 2018 ProConnect Tax Online?
Register Your EFIN With Tax Online