Jtax LLC
Level 3
03-17-2022
10:07 AM
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Hi! I am moving my office next tax season and I need to do a mass mailing to all of my clients. Does anyone know how to get an Excel version of all of my client's name and addresses?
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dascpa
Level 12
03-17-2022
12:03 PM
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Go to HomeBase. Create a new custom Homebase. Only select columns you want (name, address, email, etc). Then Select all and finally Export to a .csv file. Open up Excel and create a worksheet from that file.
Or
Select to print labels from ProSeries.
Jtax LLC
Level 3
03-17-2022
01:52 PM
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My Homebase doesn't have a column for address. Can I add that to my Homebase somehow?
dascpa
Level 12
03-17-2022
02:01 PM
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I already said, go to Home Base and add a new Custom Homebase. Add/Edit Custom Views is where you start.
