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Level 2
June 4, 2021
Question

I want to print a list of all my clients and their birth dates, is that possible?

  • June 4, 2021
  • 1 reply
  • 9 views
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1 reply

Just-Lisa-Now-
Intuit Community Champion
June 4, 2021

You'll need to customize your Homebase Columns to include the data you want, then Print Homebase.

Scroll down to the 'Newly refined for tax year 2020' link on this page.

https://proconnect.intuit.com/community/customer-lists/help/how-do-i-use-the-homebase-view-in-proseries/00/4677

 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
nasncwAuthor
Level 2
June 24, 2021

Thank you