dickwellscpa
Level 1
07-15-2020
10:05 AM
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Level 15
07-15-2020
10:11 AM
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There are a handful of Query choices, from Homebase, top menu bar choose Homebase then Query in the menu....see what kind of choices they give you.
Oh and a query can take a long time to run depending on how many clients you have, so be prepared for your program to be tied up during this time.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Tom C
Level 1
07-15-2020
10:45 AM
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Trying to determine which clients filed Form 8960; does not appear to be on the Query list. Is there a way to set up your own Query?
Moderator
07-15-2020
02:47 PM
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There is not a way to create your own query. The Client Analyzer Query does have some more queries but nothing for the 8960.
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**Mark the post that answers your question by clicking on "Accept as solution" and then just changing the Accept as solution to Mark as Best Answer, mine gets cutoff, so it is too long. I changed mine to the following and it fits. -->**Say "Thanks" by clicking the thumb icon in a post
**Click "Mark as Best Answer " to mark the post that answers your question.
**Mark the post that answers your question by clicking on "Accept as solution" and then just changing the Accept as solution to Mark as Best Answer, mine gets cutoff, so it is too long. I changed mine to the following and it fits. -->**Say "Thanks" by clicking the thumb icon in a post
**Click "Mark as Best Answer " to mark the post that answers your question.