how to retrieve lost returns

Forum|Forum|1 year ago
October 5, 2024
3 replies
8 views

I logged in this morning to do a return and the file name is there but no returns under the client. I have done this client since 2019.

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IRonMaN

Level 15

I think that one might require some contact with support.

Slava Ukraini!

qbteachmt

Level 15

Make sure you grab old stuff before Nov 15:

https://app.eq.intuit.com/e/es?s=113755760&e=75484498&elqTrackId=022133818ae341ba8aa8533ed37e3ac8&elq=58e0c4e2c5214e79a953d91ac5505e16&elqaid=59088&elqat=1&elqak=8AF5D8D67019A7B9D272D172AA7F9A98B3CB8BCBE36410C7EBA09C95FF01710A02EC

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Accountant-Man

Level 13

Where do YOU keep copies of the prior returns? Paper files? Hard drive PDFs? In the cloud?

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C

CloudbooksAuthor

Level 2

I have pdf copies always. Love the way Proconnect does the 2 yr comparison and I like to have things that follow clients year after year be automatically brought forward. That being said, this issue was caused by merging duplicate clients in QBO which merged them in proconnect as well. So his peronal returns were under his business.

Accountant-Man

Level 13

Yikes. I knew there was a reason I didn't like QBO, now I know why.

** I'm still a champion... of the world! Even without The Lounge.

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