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Kristi Franks
Level 1
December 9, 2020
Question

Preparer Name

  • December 9, 2020
  • 1 reply
  • 2 views

I need to BULK update the preparer in my Proseries, how can I do that without having to go into each and every client?

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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
December 9, 2020
if all your clients are set for preparer "1" but you need them to all be preparer "2", you'll need to change them one at a time, OR change preparer 1's info to be preparer 2's info in the Options.
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