IntuitGabi
Community Manager
Community Manager

@TaxGuyBill Try these steps if you haven't already: 

1. Transfer prior-year preparer information and billing invoice operations to the current year. (See the third blue expando in How to use Client Billing Options in ProSeries) 
2. Rename client in HomeBase.  In ProSeries Professional and ProSeries Basic you can rename a client file from within the HomeBase. (From Help Article: Managing your client list) 

  1. In HomeBase, highlight the client file you wish to rename.
  2. From the File menu, select Client File Maintenance and choose Rename.
  3. Enter the new client file name.
  4. Click Rename Client.
  5. Enter the new name.

3. Restart your software

If this solution doesn't remove the popup, let me know by responding and I'll continue to research. 

0 Cheers