Update Client Report Profiles dialog

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

This dialog opens when you attempt to save changes to a firm report profile that has been modified on the client level. Use this dialog to select the clients for which you want to update the client report profile with the changes you made to this firm report profile.

  1. Select the clients for which you want to update the client report profile.
    • To apply the changes for selected clients, highlight the clients in the grid on the left, and then click the Select button.
    • To apply the changes for all clients in the grid on the left, click the Select All button.
  2. Click the Update button. The application overwrites the client report profile for the selected clients with the changes you made to the firm report profile.

Related topics

Working with report profiles

Customizing report profiles for clients

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