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Setting database preferences for Client Explorer in ProFile

by Intuit• Updated 1 week ago
  1. Open ProFile.
  2. Select the Database option from the Options dropdown menu. The Database/Client Explorer Options window will display.

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  1. Select the Use Client Explorer option. The Client Explorer menu displays.

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  1. Select the Personal Server or Shared Server option.
  2. Select the folder path if a shared server is being used.
  3. To create a shared server, select Setup Wizard.
  4. Select Advanced to explore additional options, including the handling of clients with no SIN.
  5. Select OK when complete.

The Client Explorer is set as the database option.

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