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Level 1
February 13, 2021
Question

How do I add the current year (i.e. 2020) to the client folders in my DMS database?

  • February 13, 2021
  • 1 reply
  • 6 views
when I am printing a return the current year (2020) doesn't show in my DMS database
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1 reply

George4Tacks
Level 15
February 13, 2021

Be sure you have most current DMS Press Help > About DMS and you should see 20.1.0 If you don't go to "My Account" and download the most recent.  Be sure backup your database before updating.

https://proconnect.intuit.com/community/help-articles/help/create-new-folders-for-all-clients-in-dms/00/4713

 

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