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KWilliamson
Level 1
March 7, 2024
Question

Basic client data in PTO

  • March 7, 2024
  • 1 reply
  • 4 views

My client list shows a client with client type "business", when it should say "personal". If I try to edit the client, I can not change the client type - it is greyed out. How do I change the client type to make it accurate?

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    1 reply

    itonewbie
    itonewbie
    Level 15
    March 8, 2024

    That's probably because of QBO.  If so, you may want to join the handful who have already voted for a fix: https://accountants.intuit.com/community/proconnect-tax-idea-exchange/please-please-add-a-way-to-change-client-types-business-vs/idi-p/139071

    In the meantime, perhaps try creating the return from within ProConnect Tax instead?

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