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Level 3
December 5, 2023
Solved

Client ID Numbers

  • December 5, 2023
  • 1 reply
  • 6 views

Can you edit client id numbers without going into each individual client?

This topic has been closed for replies.
Best answer by Accountant-Man

I used the status sheet extensively, so no, you can't.

1 reply

Intuit Community Champion
December 5, 2023

Are you talking about the client file name ? If so you can change the file name from home base view by right clicking on file name, and rename whatever you like.

bbowie505Author
Level 3
December 5, 2023

No, I'm talking about the client number that is on the client status sheet. 

IRonMaN
Level 15
December 5, 2023

I don't use the client status sheet, but I would put my money on it not being able to be done without opening the client file.

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