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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.
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- Re: Basic client data in PTO
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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