Jaqi1
Level 1
04-15-2024
08:35 PM
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My client removed me as an Accountant user since services over. I lost return and all as well. I contacted ProConnect and they walked me through on how to retrieve information of client.
Here you go......
Go to gear icon in right corner
Manage & invite user
then go under your name And edit
go to bottom to Access Clients
use search bar and client name will appear. Add them
All info of client comes back!!!