Solved: Make a client inactive?

Username is two words · ‎03-01-2021

Hi, I've been working with a client but we are not going to continue. Is the best way to handle the return that is on my system to make it inactive and if so, how do I do that in ProSeries Professional? What exactly happens to an inactive client?

dd4vols · ‎03-01-2021

I just "delete'. Especially if you transferred from prior year, as you have 'your' last prepared return. I have on occasion reacquired a client, and if so..i just go thru the transfer from prior year til i get to year i'm working on.

If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.

View solution in original post

dd4vols · ‎03-01-2021

I just "delete'. Especially if you transferred from prior year, as you have 'your' last prepared return. I have on occasion reacquired a client, and if so..i just go thru the transfer from prior year til i get to year i'm working on.

If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.

Username is two words · ‎03-01-2021

Can I restore it after it's been deleted, if I don't have a prior year?

IRonMaN · ‎03-01-2021

No, not in the system. But you can always back it up to a flash drive if you like.

Slava Ukraini!

Make a client inactive?

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.