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It would be great if I could enter info in one spot - name, ssn, address, etc - and then if it is needed in another input area I could choose from existing peop...
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I need it to actually link with the different client account in QBO though. It is the same company, the problem is that the QBO account is "Inc." and the PTO ac...
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Thanks for the response - I copied the return and renamed it but I don't see how to change the client information?
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I have the accounts mapped in QBO and want to import to PTO, and I have all carryforward info in PTO so do not want to have to start from scratch. If I simply m...
