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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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    saving a client

    eforestacc
    Level 2
    ‎02-28-2020 06:32 PM

    i am not able to see the client I saved/added to proseries since this morning. But they  were saved in my local drive. Does any experience the similar problem?

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    1 Best Answer

    Accepted Solutions
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎02-28-2020 06:40 PM

    Switch to the regular HB view and click the date column heading...that should put them in order by date, look for todays date and see if it shows up that way.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

    View solution in original post

    2 Comments 2
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎02-28-2020 06:40 PM

    Switch to the regular HB view and click the date column heading...that should put them in order by date, look for todays date and see if it shows up that way.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    eforestacc
    Level 2
    ‎02-28-2020 07:33 PM

    Yes, it works. Thanks a lot!







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