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
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- HomeBass Mass Update for Client Payments
HomeBass Mass Update for Client Payments
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
BobKamman
Level 15
03-23-2023
02:51 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The "client status" column shows a lot of clients as "billed." Is there any way to mark them "paid," without opening and closing each one?
Labels
1 Comment 1
Skylane
Level 11
03-23-2023
09:21 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
No…i gave up on client status years ago… i keep a shared spreadsheet so staff can see client status and update as we go through the process
If at first you don’t succeed…..find a workaround
