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shf1957
shf1957
Level 6
March 6, 2021
Question

re: the pro series program

  • March 6, 2021
  • 2 replies
  • 11 views

Can you add a column showing paid  and the amount or is that not possible? If so how can i do this?

This topic has been closed for replies.

2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 6, 2021

Im not sure, Ive never looked...did you go through the choices in

Homebase > Add/Edit Customs Views  (you need to be in a standard HB view, not the EFcenter)

and see if it was one of the choices?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    S
    SkylaneIntuit Community Champion
    Intuit Community Champion
    March 6, 2021

    Good question. I don’t think so,. I keep a spreadsheet sheet separately to track progress for each client. PS has a lot of functionality but managing a tax practice is not one of their strengths.

    If at first you don’t succeed…..find a workaround
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