junipertax

I created some dummy client accounts just to mess around and try some things. Now I am unable to get rid of them. Yes I can make them inactive but they still show up in various lists and fields. There should be a way to get rid of them entirely.

I know there is an option when importing clients to merge the data with existing ones. But is there a way to merge clients after the fact? If nothing else I could merge all the dummy accounts into one called "Test" or something to at least cut down on the number of entries.

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Level 15

I don't use ProConnect but from seeing some other posts on the subject yesterday, it is my understanding that you can delete returns but you can't delete clients using ProConnect.