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Level 4
January 12, 2023
Question

Can anyone tell me how to print out a client list that includes addresses?

  • January 12, 2023
  • 1 reply
  • 13 views

ProSeries support keeps directing us to print the Homebase view, but that does not include the clients full address.  Please help advise us if you can..

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1 reply

Just-Lisa-Now-
Intuit Community Champion
January 12, 2023

You can print Client address Labels in the Print Options  

OR

You can customize Homebase to have only the columns you want (name, street address, city, state, zip) then you can print Homebase or I "think" you can export to a .csv so you can use it in another program.

https://proconnect.intuit.com/support/en-us/help-article/customer-list/managing-client-list-homebase-proseries/L3IBnjbZi_US_en_US?uid=lct9uhgk

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪