Unlink a Workpaper from an Account

Modified on Wed, 01 May 2024 at 11:09 AM

If you added a workpaper to an account but no longer want to associate the workpaper with that account, you can move the workpaper to the entity level.

  1. Click the Workpapers tab, then click Workpapers.  
  2. Click the workpaper you want to unlink (move).
  3. Click the Settings buttonthen click Move to Not in accounts.

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