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I have pdf copies always. Love the way Proconnect does the 2 yr comparison and I like to have things that follow clients year after year be automatically brough...
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there are no options to receive payment for services thru Proconnect. You would need a QBOA account to use invoicing.
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I logged in this morning to do a return and the file name is there but no returns under the client. I have done this client since 2019.
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So this seems to be an issue no matter where you delete a client all the things go with them. I deleted a client from mailchimp and now they do not appear in ei...