Skip to main content
Level 5
January 13, 2020
Question

How do I export a client address list to a spreadsheet?

How do I export a client address list to a spreadsheet? I thought I had done this in the past but can't find the way now.

This topic has been closed for replies.

3 replies

IRonMaN
Level 15
January 13, 2020
jeanmarcAuthor
Level 5
January 17, 2020

Thanks, this exports the info in the homebase but I can't seem to find a way to export the addresses. I see instructions for adding the address to the homebase view but I'm not even presented with the address as an option when I try to do it. I want this for address labels BUT I want to compare year to year so that I can send a special offer to any clients that did not return last year.

jeanmarcAuthor
Level 5
January 17, 2020

NEVERMIND, found it! My Mistake. I had to be in 1040 Individuals.