@Ashley at Intuit (aka Henry Jr) Ashley, can you help o...

jcdtax · ‎12-06-2019

I cannot locate a new client after I prepared the tax, printed and saved it. I had to go to the Data18 file but it wouldn't open from there either unless I closed the program first then I found it. Now I have one client that was on my 1040 tab, I did the new tax, printed and saved it now I can't find it. When I go to the Data18 file, its there but when I open it, its empty. Frustrating!

garman22 · ‎12-06-2019

Is it possible the new client is at the bottom of your homebase?

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jcdtax · ‎12-06-2019

No it’s not on the list at all

garman22 · ‎12-06-2019

Shot in the dark.....happened to me (mustve changed view). Try dummying one up and go through process again. Could be just a fluke.

garman22 · ‎12-06-2019

I did one right after I read your post and there was no issue.

jcdtax · ‎12-06-2019

I will try again, thanks!

garman22 · ‎12-06-2019

you bet and good luck!

taxiowa · ‎12-06-2019

You can do Homebase tuneup for missing files but you should not have to for every new client. But try it for this one and see whats up.

TaxGuyBill · ‎12-06-2019

I don't think ProSeries Basic has tuneup anymore. A few years ago they added a weird second file for every client that magically makes Homebase populate.

That leads me to think there is something wrong with the program creating that second magical file.

Skylane · ‎12-06-2019

If there’s a _ ( blank space or some other error) inadvertently entered preceding the name it will confuse and misfile the account in home base.

If at first you don’t succeed…..find a workaround

jcdtax · ‎12-06-2019

I agree, there is definitely a program error. I can only locate a new client file if I close the program, go to the data18 folder and open it. Again the program has to be closed. Definitely a program issue since I tried it twice

Just-Lisa-Now- · ‎12-06-2019

Very weird...are you saving to some kind or removable device or direct to the default folder on your harddrive?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

jcdtax · ‎12-06-2019

Directly. I’ve been using the program over 10 years, it’s domething strange

Skylane · ‎12-06-2019

@Ashley at Intuit (aka Henry Jr) Ashley, can you help out here please?

If at first you don’t succeed…..find a workaround

jcdtax · ‎12-06-2019

Thanks