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How to enable the Client Explorer database

SOLVEDby IntuitUpdated February 24, 2023

1. Select Client Explorer as the type of database to be used.
2. Go to Options > Database and select Use Client Explorer.
3. Select OK.

There are three ways to open the Client Explorer:

Option 1: Select Goto and then Client Explorer

Option 2: Click on the Toolbar icon of the magnifying glass over the sheet of paper.

Option 3: Press F3 on the keyboard.

The Client Explorer window does not have to be closed in order to return to any open ProFile returns. It can remain open as you work. Use the Window menu to quickly navigate between returns and the Client Explorer.

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