Question
Your QBOA client list is long and you would like to see a list of only clients that your firm works on regularly. How can
Your QBOA client list is long and you would like to see a list of only clients that your firm works on regularly. How can you hide clients that your firm only works on annually?
A. Click the client name in the QBOA client list, then check the box to Hide Client
B. Check the box next to each client in the Client List that you want to hide, then click the button to Hide client
C. Click the client name in the QBOA client list, then click the down arrow next to the Edit client button to make the client inactive
D. In QBOA, navigate to the ProAdvisor portal, select each client name and click the button next to it to show or hide them for the firm
E. Click the green QB icon on each client you want to hide, navigate to Account and Settings > Billing & Subscription and cancel the QBO subscription
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