TonyO
Level 2
12-07-2019
02:17 AM
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Best Answer Click here
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Level 15
12-07-2019
02:17 AM
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You didn't include which version of ProSeries you're using, but in Professional, in a regular HomeBase view you can customize the headings to include a DOB, then print your list.
Top menu bar Homebase > Column Headings
Remove the ones you don't want and add the ones you do wants and create a custom HB view.
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Marc-TaxMan
Level 8
12-07-2019
02:17 AM
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and then you can export HomeBase View to excel.
Gil Padua
Level 1
01-06-2023
01:28 AM
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What about online Proseries? Goal is to extract client birtdate ans their dependents