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Connect QBO Accountant to Transaction Pro

QUESTION

How do I connect Transaction Pro to a client's Quickbooks Online (QBO) if I am using the QuickBooks Online Accountant (QBOA) version?

RESOLUTION

Connecting a QBO company to Transaction Pro through a QBOA version is the same as connecting directly to a QBO company with one exception.

When the Intuit window opens to select the QBO company to which to connect, you will need to first select your QBOA company and then select your QBOA client from the second box. If you are connecting to your QBOA company, then instead of selecting a client in the second box, you will check the box INSTALL FOR YOUR FIRM.

For how instructions on how to connect a company with the Transaction Pro Online Admin Portal, see this ARTICLE.

  • 427
  • 23-Jul-2020
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