Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Sign In
  • Elevate 2026 Pencil Banner
    cancel
    Showing results for 
    Search instead for 
    Did you mean: 

    File Name

    kabbabkkg
    Level 3

    Have a client that changed last name is there a way to change the client file name in proseries.

     

    Thanks

    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    3 Comments 3
    Just-Lisa-Now-
    Level 15
    Level 15

    In a Homebase regular view, not the EFCenter, highlight the clients name, right click and choose Rename


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    kabbabkkg
    Level 3

    Thanks 

    0 Cheers
    Accountant-Man
    Level 13

    Under menu item File, Client File Maintenance. Or highlight file and right click Rename.

    I never knew this before. This would be handy.

    ** I'm still a champion... of the world! Even without The Lounge.
    0 Cheers