Solved: How do I access client organizers?

Jessica2 · ‎12-07-2019

I recently upgraded the computers in my office, and they have a clean install of ProSeries 2018. All of my clients were imported through the Database Maintenance tab, but now I'm not seeing the homebase option for client organizers. Everything online says "it's not an option if you didn't buy the license", but I do have Power Tax Lite which should include organizers. Is there something extra I have to install, or a step I missed?

Just-Lisa-Now- · ‎12-07-2019

You need to choose to install the organizer module, just like the 1040 or 1065 or any of the states....if you did install it, then it will be in your drop down list of programs in the top left corner of HB (again, like 1040, 1065, etc). Switch to Organizer then do the HB database maintenance again.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Just-Lisa-Now- · ‎12-07-2019

You need to choose to install the organizer module, just like the 1040 or 1065 or any of the states....if you did install it, then it will be in your drop down list of programs in the top left corner of HB (again, like 1040, 1065, etc). Switch to Organizer then do the HB database maintenance again.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Jessica2 · ‎12-07-2019

Thanks! I wouldn't have thought to check there. (In case anyone else runs across this question, it's under Update > Select and Download New Products... > Federal Products)

How do I access client organizers?

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