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PaulaB
Level 3
February 8, 2022
Question

How do I access a client organizer in ProSeries?

  • February 8, 2022
  • 2 replies
  • 13 views

Is a client organizer part of the ProSeries software?  I believed there was a Short Organizer and a more detailed Long Organizer but cannot access either from the software.

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2 replies

dd4vols
dd4volsIntuit Community Champion
Intuit Community Champion
February 8, 2022

Upper Left hand corner>>> where it says Home Base View (where you choose 1040, 1065, ect)...just scroll past those.....5th line from the bottom in the dropdown.

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    J
    jeffmcpa2010
    Level 10
    February 8, 2022

    Have you installed the organizer module?

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