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The Gonz
Level 2
December 11, 2020
Question

Home Base Client Search

  • December 11, 2020
  • 5 replies
  • 29 views

Just downloaded and installed 2020 Pro Series. I notice that when doing a client search in Home Base if I type in the name of a client who has the same last name as I do, I get no results for the clients. Instead my name is high lighted in the preparer column only. That is not good! Is there any way to force a client search to the client only?

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5 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
December 11, 2020
How do you search for a client in homebase?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Accountant-Man
Level 13
December 12, 2020

Alt J

** I am "Elevating with Intention!"
    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    December 12, 2020
    Alt J doesnt do anything for me, is a box to type in suppose to open to enter a client name?
    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Accountant-Man
    Accountant-Man
    Level 13
    December 12, 2020

    Remove the column with preparer name.

    Also, press Alt J again and the cursor goes to the next client with that name.

    ** I am "Elevating with Intention!"
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