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Level 2
January 31, 2024
Solved

Edit Client Letters

  • January 31, 2024
  • 1 reply
  • 9 views

I wanted to edit client letters like I do every year, however, the Manage Letters link is not in Tools anymore, or anywhere else that I can see.   I opened 2022, 2021 and 2020, and it's missing there as well.  Is this the Twilight Zone?  I see the files for the letters in Proseries>ProNet>Common folder, but no way to access them from ProSeries.

    This topic has been closed for replies.
    Best answer by Just-Lisa-Now-

    If you open a client file, you dont see the Letters in Tools? 

    You have to have a client open, you cant access it from Homebase.

    Im on Stand Alone, Im not sure if a Network version is different.

    1 reply

    Just-Lisa-Now-
    Intuit Community Champion
    January 31, 2024

    If you open a client file, you dont see the Letters in Tools? 

    You have to have a client open, you cant access it from Homebase.

    Im on Stand Alone, Im not sure if a Network version is different.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Peter1964Author
    Level 2
    February 1, 2024

    I'm in tax season fog already!

    Thank you for taking the time to respond.

    Have a great day!