Disappearing Client Files Fix

[IntuitAustin]

If you cannot find your client files in ProConnect Tax, try the following fix: 

Clients missing from the list:

To find the client, you’ll need to change your client list filter to see inactive clients.

To change a client back to active:

1. Select Clients.
2. Select  View inactive clients.
3. Select the target client.
4. Select Make active.

Additional clients showing up on the list:

If you’ve added clients in the past and they didn’t show on your list, you might see them after the system upgrade.

To change the client to inactive:

1. Select Clients.
2. Select the target client.
3. Select the small arrow next to Edit.
4. Select Make inactive.

Please contact customer support if you experience any other unexpected behaviors.

[IntuitAustin]

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