Good morning. Can someone kindly refresh my memory on how to create a report showing each's clients email?
Wishing you all a Happy & Healthy 2024!
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can you modify the homebase view to add email address to what is shown?
Good Morning, you make a customize homebase view. You can add just name column, and a email column, or as many as you need. You then hit control P, and print homebase view. here is a link for customizing home base.
https://accountants.intuit.com/support/en-us/help-article/customer-list/managing-client-list-homebas...
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Thank you.
Your welcome
