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Level 2
January 29, 2025
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Modify Client Name and Type

Related products:Lacerte
  • January 29, 2025
  • 0 replies
  • 2 views

Allow the client name to be edited and allow the client type to be edited. For some reason (and this goes back years so I do not know why this happened), when I created the client in ProConnect from QBOs, it created the business client as an individual client using the owners names.

We should be able to edit the client name and client type as clients may move from one form to another especially if they have a business.