@pamdory I'm going to take a stab at interpreting what you have set up; please correct me where I come adrift.
- Intuit's "Practice Management" module does sync with Google calendar, but the older Appointment Manager does *NOT*. (??) - In Lacerte, you use the "Appointment Manager" and set up repeating appointments for each year, and they carry forward for you to see. - It sounds as though you are *creating* the appointments in Google calendar, and then pulling them in to the Appointment Manager by hand? (In order to get them to print on the Organizer.)
When you create the appointment in the Google calendar, where does the client's information come from? Do you have that info stored in Google somewhere (as a Contact [as they are called in Outlook], or something similar), that it pulls from? If you type anything in by hand, you could include the Lacerte client # as just one more thing being typed.
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Sadly, the approach that I was taking does not appear to do what I wanted: I put in date & time on page5/Invoice Letter Filing Instructions, but that did NOT print on the page1/client info sheet of the Organizer.
Does it have to be input in the Appointment Manager, in order to print on the Organizer?
