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You likely clicked one of the filters on the left. Look carefully and report back if that is not it.
Answers are easy. Questions are hard!
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None of the filters are checked. I checked again.
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Oh yes, and I restored two of the clients that I still have to do yesterday so when the info comes in I can work on them. They were backed up before any recent changes so they will be fine. they were reflected in the client list after doing so. But When I opened the software this AM, they are gone, So yes there seems to be a filter, and I know their statis is extended so I tried filtering for status EXTENDED and they did not show up.
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1) Search for it by client number
2) check your data path
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Data Path is correct.
I don't know how to search for a client in Lacerte. There is a search in Help menu but I'm not aware of a client search.
I've been useing Lacerte for 31 years and I have never had this happen before and right in the last week of tax season.
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Ctrl + I
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Saints be praised. Lacerte turned out to be open today. It took about an hour, but I finally noticed a prefile filter: with one of my statuses following it. I finally said to her that is still bothering me so finally went to filters in the tabs above and found pre filter and removed the status and put all.
I was not anywhere near that setting when I was initially changing the status of a client. Thanks for all you help though. Now if it happens to you, then you'll have an answer.
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deleted...
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Yes your right, but you told me to check the filters on the left and nothin was checked. The menu option at the top - filter is a pre filter and it didnt' show up in the filter options on the left.
But yes it was a filter. Just not any from the list on the left, but a pre filter which is in a different place.
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Typically this image shows the status that should be checked.
it is easy to accidentally check another and not notice.
Here is a thread on Search https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/how-to-turn-on-search-on-... It sometimes works when you can't see a client, but it is there. The Search box is at the right of the grey header.
Answers are easy. Questions are hard!