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Level 2
January 30, 2024
Question

ProSeries no longer prompting to save client files

  • January 30, 2024
  • 1 reply
  • 9 views

Why is 2023 ProSeries no longer prompting to save client files when we enter data and then click to go to HomeBase or <crtl> + O to open the next client file? Also Auto-Save doesn't seem to be working correctly in 2023. This has never been an issue in the last 20 years of using ProSeries.

The prompt to save works intermittently ONLY if we click to go to the e-file HomeBase, but even that is not consistent. 

The prompt to save still works for prior ProSeries years, so obviously not a computer issue, but programming fault with 2023.

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    1 reply

    Just-Lisa-Now-
    Intuit Community Champion
    January 30, 2024

    Other have mentioned this, Im not sure if this is a bug or by design.

    I make it a habit of switching over to the state return prior to exiting (since Ive seen it not prompt to save or it saves things I didnt really want to save, I would have chosen NO), it has ALWAYS prompted to save when switch over to the state before exiting the file... hopefully this holds true for the 2023 product.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    AXWAuthor
    Level 2
    January 31, 2024

    Just tried switching to state and then opening another client file, but still no prompt to save client before exiting. 

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

    ok, now thats weird.


    @1569  can you weigh in on this, bug or by design?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪