Default file naming....is that an option in Basic?

Forum|Forum|5 years ago
January 27, 2021
4 replies
33 views

I saw a post over in the Facebook PS group that someone using Basic says she has to name all her new clients, the default 4 letter 4 number auto naming wasnt happening in 2020....is this an option that you have to check to make happen?

@TaxGuyBill youre familiar with Basic. Is this an option, or does she have a bad install?

ProSeries Basic

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Best answer by TaxGuyBill

I just tested it in 2020 and it works as usual for me (using the 4 letter, 4 number method).

T

TaxGuyBill

@Just-Lisa-Now- wrote:
the default 4 letter 4 number auto naming

It has always done that before for me without selecting any options. But I don't like that naming method, so I change the name of it.

I haven't done any new clients in 2020 yet, so I don't know if something has changed.

Or is the OP asking if it is possible to CREATE a different default naming method than the standard 4 letter, 4 number that ProSeries does?

T

TaxGuyBillAnswer

I just tested it in 2020 and it works as usual for me (using the 4 letter, 4 number method).

Just-Lisa-Now-

Author

Intuit Community Champion

ok, thats what I was checking...I think she was the same person that was having issues installing back in the beginning of January.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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