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All my clients have disappeared from 2019 - how can I get them back. Normally, this is not my job to figure out, but I am trying to impress my boss. pam

Sallybold
Level 1
 
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7 Comments 7
abctax55
Level 15

LOL.  Probably a "views" or "filter" issue

Try checking -  on the left hand side:

Views should be ALL Clients; Filters should be "Client Status" (not any of the filters below).

Let us know, 'kay?  

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
IRonMaN
Level 15

I suppose putting pictures of the missing clients on milk containers is out of the question?


Slava Ukraini!
George4Tacks
Level 15

This is why we:

  • BACKUP
  • BACKUP
  • BACKUP
  • BACKUP

and then we BACKUP


Here's wishing you many Happy Returns
IRonMaN
Level 15

But you will never get ahead in life if all you do is backup.


Slava Ukraini!
Sallybold
Level 1

WOW......you must not have a very successful business to waste on that response

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IRonMaN
Level 15

I'm actually in the waste business.  I just stop by here periodically to empty the garbage and then I am off to my next stop.


Slava Ukraini!
abctax55
Level 15

You screwed up, you want to "impress" your boss, you come here to ask for FREE advice.  Yet you come back & criticize & attack the folks trying to help you.

I am sorry I tried to help.  Good luck with the rest of tax season /S

"WOW......you must not have a very successful business to waste on that response"

1) Personal attacks are unnecessary, and frowned upon.

2) A sense of humor in life goes a long, long way in life.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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