Connect QBO Accountant to Transaction Pro

QUESTION

How do I connect to Transaction Pro if I am using the QuickBooks Online Accountant version?

RESOLUTION

Transaction Pro subscription to QuickBooks Online company ratio must be 1:1. Thus, you will need a separate subscription of Transaction Pro for each client QBO company, as well as your own, that you wish to access with our product(s). After purchasing or setting up a trial for Transaction Pro for your desired amount of QBO companies, you’ll be able to access each client’s account by logging into importer.transactionpro.com.

*When first connecting Transaction Pro to a client company, you will receive a prompt asking which company you wish to connect to; you must first select your own company and will then be directed to an additional option to connect to the specific client company.

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  • 30-Sep-2019
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