- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Pick your return > ACTIONS: Copy Return > Find the new return with COPY at the end of name > ACTIONS: Rename Return > View Return and change the Client Information
Answers are easy. Questions are hard!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thanks for the response - I copied the return and renamed it but I don't see how to change the client information?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
View the return > Client Information > Change the name, address, SSN, ..... to be sure it matches the new person and not the one you started with.
Answers are easy. Questions are hard!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I need it to actually link with the different client account in QBO though. It is the same company, the problem is that the QBO account is "Inc." and the PTO account is "Inc" so I can't import QBO=>PTO because it is a different client. I can go to our customer list and merge the 2 customers, but when I do that I lose the tax return that is tied to the client that was merged.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Chat with support, they may be able to help you.
Answers are easy. Questions are hard!