Not positive how it happened, but 99% of our data files are stored in the appropriate data folder. However, we have a handful that are stored in other folders.
To be clear, when you view the list of returns, the far right column is Path and File Name. Most are in the I:\ProSeries\19Data folder. There are a few that are in other folders. I want to move the data file to I:\ProSeries\19Data without changing any information about the return.
We tried to do a Save As, but that changed the status of returns that were already e-filed.
What is the proper procedure for moving a data file without changing any information about the return?
Thanks for your help.
Rick
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Use Windows File Explorer, to copy/paste to the correct folder, then use Homebase Database Maintenance to sync up your Homebase list.
Lisa,
It can't possibly be that easy 😉
I was afraid to try that, but I'll give it a shot and let you know.
FYI, support got back to me... you can click on a return to highlight it, then right-click, select Move and select the destination folder. Your solution works well for a large number of returns, but this worked well for a the half dozen I had. Thanks, again, though, I appreciate the info.
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