Client Email Report

Forum|Forum|2 years ago
December 31, 2023
2 replies
13 views

Good morning. Can someone kindly refresh my memory on how to create a report showing each's clients email?

Wishing you all a Happy & Healthy 2024!

ProSeries Professional

Best answer by Terry53029

Good Morning, you make a customize homebase view. You can add just name column, and a email column, or as many as you need. You then hit control P, and print homebase view. here is a link for customizing home base.

https://accountants.intuit.com/support/en-us/help-article/customer-list/managing-client-list-homebase-proseries/L3IBnjbZi_US_en_US?uid=lqtnh5k1

Jim-from-Ohio

Intuit Community Champion

can you modify the homebase view to add email address to what is shown?

T

Terry53029

Answer

Intuit Community Champion

Good Morning, you make a customize homebase view. You can add just name column, and a email column, or as many as you need. You then hit control P, and print homebase view. here is a link for customizing home base.

https://accountants.intuit.com/support/en-us/help-article/customer-list/managing-client-list-homebase-proseries/L3IBnjbZi_US_en_US?uid=lqtnh5k1