I have not resolved this issue. I need to have access that will allow me to delete an incorrect bank reconciliation. I have access to the client's file as I can...
I haven't resolved the issue. I need access to be able to delete an incorrect bank reconciliation. I have access to their file as I can select it on an introduc...
Hi MikiD!I am also trying to transfer an Online client to my account as a new client. I do not see the option to "Move Clients to Wholesale" option. I added and...