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Level 1
December 7, 2019
Solved

Can we download name and address of clients?

  • December 7, 2019
  • 13 replies
  • 72 views

I want to do a letter to all of my clients can I transfer the names and address to excel or word?

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Best answer by

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. 

13 replies

IntuitAustin
Level 10
December 7, 2019

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...

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Level 2
January 3, 2020

exporting email addresses

Ernie
Level 7
December 7, 2019

I am not sure as I don't use Basic but I will flag someone who may be able to answer your question.

Ernie
Level 7
December 7, 2019
@Ashley at Intuit (aka Henry Jr) can you answer this question?
Level 2
August 8, 2021

the link does not work, is there a new link to help direct us?

Answer
August 9, 2021

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.