schirallicpa Posted February 27, 2014 Report Share Posted February 27, 2014 Has any one else noticed how many id numbers one name can have. (Say - wells fargo for example.....) I wish they would make the look up by number. I'm quicker on the number pad anyway. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted February 27, 2014 Report Share Posted February 27, 2014 I believe you can select that in Preferences Quote Link to comment Share on other sites More sharing options...
schirallicpa Posted February 27, 2014 Author Report Share Posted February 27, 2014 oh? where? where? where? I don't see it. Quote Link to comment Share on other sites More sharing options...
North Idaho Rich Posted February 27, 2014 Report Share Posted February 27, 2014 In preferences under Open Return, sort by EIN or name... Quote Link to comment Share on other sites More sharing options...
jklcpa Posted February 27, 2014 Report Share Posted February 27, 2014 I think schirallicpa was asking about payers in the drop-down menus for inputting interest, dividends, retirement income, etc. Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted February 27, 2014 Report Share Posted February 27, 2014 It works for both. 1 Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted February 27, 2014 Report Share Posted February 27, 2014 Yes, the preference choice applies to the payer list too. Quote Link to comment Share on other sites More sharing options...
Pacun Posted February 27, 2014 Report Share Posted February 27, 2014 I am glad to hear that we can make that change. Now, can we delete some of the payors? Quote Link to comment Share on other sites More sharing options...
HV Ken Posted February 27, 2014 Report Share Posted February 27, 2014 I am glad to hear that we can make that change. Now, can we delete some of the payors? Tools -> Payer Manager Quote Link to comment Share on other sites More sharing options...
Pacun Posted February 27, 2014 Report Share Posted February 27, 2014 Thank you. I will try it. Quote Link to comment Share on other sites More sharing options...
schirallicpa Posted February 27, 2014 Author Report Share Posted February 27, 2014 wow - that's very helpful. Never saw it before. thanks!! Quote Link to comment Share on other sites More sharing options...
Pacun Posted February 27, 2014 Report Share Posted February 27, 2014 wow - that's very helpful. Never saw it before. thanks!! I am glad we were able to help you. I like to take credits when I don't deserve them, but, hey, we are a team!!! Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.