How does teresa update the lead for her client in quickbooks online

Youll benefit from a seamless, end-to-end experience that translates a client s quickbooks Online books into a tax return.

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how does teresa update the lead for her client in quickbooks online.

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3-How does Teresa update the lead for her client in QBO Clients - Select client - Edit - Team Access - Select the new lead - Save Clients - Filter - Edit Leads - Select the new lead - Save Clients - Find client - Select the client in lead column - Select the new lead - save Clients - Filter - Edit leads - Manage leads - Select the new lead - Save.

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Select the project customer from the Customer dropdown.

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This allows time for the service to process your payroll information and transfer funds from your account into your employees' accounts.

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Select the Edit client dropdown and then Make inactive.

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How does Teresa update the lead for her client in QuickBooks Online O Clients> Select client > Edit > Team Access> Select the new lead> Save Clients> Filter > Edit leads> Select the new lead> Save O Clients > Filter > Edit leads > Manage leads> Select the new lead> Save Clients> Find Client > Select the client in Lead.

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For Teresa to update her client's lead online in the QuickBooks, she'll have to select Client, then tap on Filter, on the Filter, she will select Edit leads, and then Select the new lead and finally she will select Save so as to save the data.

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Gear icon > Subscriptions and billing > Billing details > Edit Gear icon > Subscriptions and billing > Accountant-billed subscriptions tab > Subscription actions > Upgrade Gear icon > Company settings > Advanced > Upgrade Gear icon > Subscriptions and billing > Client -billed subscriptions > Subscription actions > Upgrade.

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How does Teresa update the lead for her client in QuickBooks Online Clients Select client > Edit > Team Access> Select the new lead> Save Clients > Filter > Edit leads> Select the new lead> Save Clients Find Client> Select the client in Lead column> Select the new lead> Save This problem has been solved See the answer Show transcribed image text.