Kristi Franks
Level 1
‎12-08-2020 06:33 PM

I need to BULK update the preparer in my Proseries, how can I do that without having to go into each and every client?

0 Cheers
Just-Lisa-Now-
Level 15
Level 15
‎12-08-2020 07:14 PM
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.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪