I am able to click on tools and client checklist but I can not preview my client check list. Does anyone know how to do this? It is not exactly as the instructions. The preview check list is not available. I do have Proseries Professional.
When I go to Tools > Client Checklist the preview window opens, do you get a message or see a blank screen or what happens when you choose the Checklist in the menu under Tools?
All I see is batch print or batch email. No preview checklist option
Ohhh, I think you can only preview it if you open the client file then access the checklist.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.