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kristine vail934
Level 2
December 26, 2023

I'm unable to correct Primary Contact Name

  • December 26, 2023
  • 1 reply
  • 6 views
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1 reply

abctax55
abctax55
Level 15
December 26, 2023

For:

Lacerte?

ProSeries?

Proconnect?

Hard to help without a bit more detail...generally that info is part of the Company info/preparer file and has to be correct by submitting the change & getting a 'new preparer file'.

But YMMV, depending

HumanKind... Be Both
    K
    kristine vail934Author
    Level 2
    December 26, 2023

    The Primary Contact in ProConnect.  I've spoken with ProConnect Support and they were unable to fix.  It seems to be stuck in the Intuit Accountant settings.  The Contact Name is grayed out.

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