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