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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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Basic client data in PTO
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KWilliamson
Level 1
03-07-2024
03:04 PM
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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?
1 Comment 1
itonewbie
Level 15
03-08-2024
05:57 AM
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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-cha...
In the meantime, perhaps try creating the return from within ProConnect Tax instead?
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