LeithG
Level 7

Existing QBO Account

Hi everyone

 

I have a real head-scratcher for you today.  I recently went through the process of becoming a QBO ProAdvisor, and the Advanced certification so now I have this really nifty Accountant/ProAdvisor account from QuickBooks with all sorts of extra bells and whistles (it's super great, like seriously if you're considering it, do it).

 

Here's the rub.

 

I've already been doing business in an existing QBO account for a bit over a year.  I'd love to merge the accounts so that all my existing transaction history stays in the data (including receipt images, bank matches, etc) but phone support tells me this isn't an option. (What?!)  -- I've already hit the Feedback button with that one, believe you me!

 

So, has anyone else run up against this wall?  Did you just live with two accounts, managing your clients through your accountant login but billing them from the other?

 

Also, support peeps perusing this note, the 'ProAdvisor account manager' email [email address removed] bounces back undeliverable so might be worth updating on the site.

Solved