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twisniewski7
Level 3
March 31, 2021
Question

Clients info

  • March 31, 2021
  • 1 reply
  • 12 views

Is there a way to print all clients information worksheets at once, or is there a way to save all client info to excel or somewhere else. I need to list all my clients and addresses to send them each individually information through the mail.

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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 31, 2021

The whole information worksheet?  No, its not something we can batch print, but I WISH!

You should be able to Export your Contacts though if youre just trying to get a mailing list.

From HB, top toolbar  HOMEBASE  > Export Contacts. 

(it will give you everything you see in Homebase, so you may want to create a custom view that includes only the info you want, it puts it in a .csv file)

or if you just want mailing labels, highlight all the clients in HB, then File > Print > Print Labels

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