yosefacpa
Level 2
‎10-04-2021 08:10 AM
I'm trying to export a CSV with first name, last name, and SSN for both TP and spouse. I set up a custom HomeBase view, but I can only export redacted SSNs. If I use export CONTACTS, I can get SSNs, but only for the primary TP. How can I export a custom view with both taxpayer and spouse separate names and full, un-redacted SSNs?
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dkh
Level 15
‎10-04-2021 08:28 AM

Go to Tools>Options>General>Mask Sensitive Data   uncheck the box Mask Data in HomeBase

save your new view then export  

Happy Day!!

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yosefacpa
Level 2
‎10-04-2021 08:43 AM

I tried that. I can see the SSNs in the Homebase, but they are still redacted on the CSV export.

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dkh
Level 15
‎10-04-2021 09:12 AM

Program glitch?    

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dkh
Level 15
‎10-04-2021 09:13 AM

Let's see if someone at Intuit can help.   @Intuit_hieu   can you help with this?   

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dkh
Level 15
‎10-04-2021 03:54 PM

@IntuitGabi    is this something you can help with ??

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Intuit_hieu
Employee
Employee
‎10-04-2021 07:03 PM

@yosefacpa Could you please try "Print HomeBase" instead? from the Preview Screen, you can choose to save it out csv file  

protax21_tOjP64bk9I.png

dkh
Level 15
‎10-04-2021 09:27 PM

@Intuit_hieu    @yosefacpa     I tried and yes that works.   Thank you for taking time to help.  You are wonderful!