Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
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.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Rename built-in SAMPLE CLIENT in ProConnect
Rename built-in SAMPLE CLIENT in ProConnect
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
CPARetired
Level 1
05-15-2021
09:30 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I loaded an actual return into the SAMPLE CLIENT shell, and although the return appears to be correct I can't change the name on the dashboard. Is there a way to rename SAMPLE CLIENT?
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
George4Tacks
Level 15
05-16-2021
05:11 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
In the left column, select Clients
For your SAMPLE CLIENT on the right is a drop down, select Edit Client
I had a little problem negotiating to the name, so I selected the address and use Shift + Tab to get to the entries
Answers are easy. Questions are hard!
