Clients missing or not listed on Open Client window

If not all clients are listed when you select File
then Open Client
, you can:

Check the Focus area of the

Open Client

window and verify that all of the entity checkboxes are marked (1040, 1120, etc.).

Verify that the Event
field reads All clients, regardless of status
.

Make sure the correct data location is listed at the top of the

Open Client

window.

If the client still isn't available, do the following:

Close the

Open Client

window.

Select Help
, Repair
, then Rebuild Client List
.

After the process completes, go to File
then Open Client
to verify if the client is available.

If the client still isn't available, then the client will need to be restored from a backup.

This article applies to: