Unfortunately I have a situation that a client's tax return was merged to the wrong client section. This was merged by accident during onboarding for Intuit Practice Manager, now that client is leaving my firm (it was a QBO Client) and now it is going to be difficult to manage this. It would be a really good idea in my opinion if you can move a clients tax return to a different client section.
Thanks for the idea to move a client's tax return to a different client section. We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange
Thanks for the idea to move a client's tax return to a different client section. We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange
