FrankK
Level 4

Every year I transfer prior year files.  Transferring 2020 files to 2021 organizers results in new file with a name like "2020 Smith John.21o" for the organizer.  Has anyone ever suggested to ProSeries that they modify the file name as part of the transfer, e.g. "2021 Smith John.21o"?  Same thing for the tax data file.  It would save a LOT of time renaming files.  Seems dumb to (1) open the file, (2) "save as" with current year file name, and (3) delete file with prior year name.

I could transfer all of the files, then go into the data directory and use the file renaming capability of Windows to rename all of the files that begin with 2020 to 2021, but then ProSeries home base gets confused because the file names saved by home base are not the same as the actual file names.

Anyone have a fast way to rename both organizers and data files?

 

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