I want to do a letter to all of my clients can I transfer the names and address to excel or word?
Best Answer Click here
If you follow this article, you should be able to export client detail to a CSV file
https://accountants-community.intuit.com/articles/1609060-exporting-proseries-homebase-view-or-clien...
I am not sure as I don't use Basic but I will flag someone who may be able to answer your question.
exporting email addresses
This link sends me in an endless loop.
This link is broken
the link does not work, is there a new link to help direct us?
@IntuitAustin link is broken. Can you update
@IntuitAustin has gone on to bigger and better things.
@IntuitGabi is now our go to.
I think you will find your answer as part of https://proconnect.intuit.com/community/customer-lists/help/how-do-i-use-the-homebase-view-in-proser... look for export homebase.
You cannot export client data according to Exporting Client Data to Excel.
How do I use the HomeBase view in ProSeries? has information on how to export.
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