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A lead bookkeeper in Teresa's firm recently retired. How does Teresa update the lead for the client from the Clients menu in QuickBooks Online Accountant?

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A lead bookkeeper in Teresa's firm recently retired. How does Teresa update the lead for the client from the Clients menu in QuickBooks Online Accountant? Select the client from the list and then choose Edit lead from the down arrow next to the Edit client button Select the Filter option and then select Edit leads Select the client from the list and then choose Edit lead from the Actions column Select the Gear icon below the Add client button and check the box next to Edit leads

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