Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

how do i change the path and file name for a client?

Highlighted
Level 1
 
Labels (1)
0 Cheers
2 Replies 2
Highlighted
Level 3

I do it by right clicking on the client in Homebase, then selecting Rename.  I usually don't need to change the path, so I just enter the new file name, but since the current path is showing, I would think that you could change that as well.

0 Cheers
Highlighted
Level 10
Level 10

Even if you can change path and file name, why would you want to. Users of PS cause a lot of problems for themselves by changing defaults. Have been using PS for 20+ years, and I neve had the need to change default file locations. I do change file names occasional (amended, filing status change etc.)