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Duke12
Level 1
February 5, 2020
Question

how do i change the path and file name for a client?

  • February 5, 2020
  • 3 replies
  • 40 views
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3 replies

gary1861
Level 5
February 5, 2020

I do it by right clicking on the client in Homebase, then selecting Rename.  I usually don't need to change the path, so I just enter the new file name, but since the current path is showing, I would think that you could change that as well.

Terry53029Intuit Community Champion
Intuit Community Champion
February 5, 2020

Even if you can change path and file name, why would you want to. Users of PS cause a lot of problems for themselves by changing defaults. Have been using PS for 20+ years, and I neve had the need to change default file locations. I do change file names occasional (amended, filing status change etc.)

    Mandee
    Level 2
    January 9, 2023

    Open the client file and click on "File" and Save As" and make sure the path is correct and save it with the correct path. 

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