Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Idea Exchange
- :
- Ability to Unlink Tax Return from Client Section
Options
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Printer Friendly Page
- Report Inappropriate Content
Ability to Unlink Tax Return from Client Section
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Ability to Unlink Tax Return from Client Section
Ability to Unlink Tax Return from Client Section
Submitted by Casanovacpas on 11-16-2023 10:28 AMUnfortunately 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.
Find more ideas labeled with
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
If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.
1 Comment
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.