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Preparer Name

Kristi Franks
Level 1

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 Comment 1
Level 15
Level 15
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.