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How to find the date on calendar for aprevious appointment

kweinsteincpa
Level 2
 
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abctax55
Level 15

Was it an appointment linked to a specific client?  Highlight the client, click on the "calendar" icon, and it'll show you all appointments for that client for the current year.  For a prior year, you'll have to go back to the software for that year.  If it's an appointment NOT linked to client, all you can do pull up the calendar week by week & look for whatever appointment you are trying to find.

"*******Tax software is no substitute for a professional tax preparer*******
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1 Comment 1
abctax55
Level 15

Was it an appointment linked to a specific client?  Highlight the client, click on the "calendar" icon, and it'll show you all appointments for that client for the current year.  For a prior year, you'll have to go back to the software for that year.  If it's an appointment NOT linked to client, all you can do pull up the calendar week by week & look for whatever appointment you are trying to find.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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