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J
Jtax LLC
Level 3
March 17, 2022
Question

Master Client List

  • March 17, 2022
  • 1 reply
  • 10 views

Hi! I am moving my office next tax season and I need to do a mass mailing to all of my clients.  Does anyone know how to get an Excel version of all of my client's name and addresses?  

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1 reply

dascpa
dascpa
Level 11
March 17, 2022

Go to HomeBase.  Create a new custom Homebase. Only select columns you want (name, address, email, etc).  Then Select all and finally Export to a .csv file.  Open up Excel and create a worksheet from that file. 

Or

Select to print labels from ProSeries.  

    J
    Jtax LLCAuthor
    Level 3
    March 17, 2022

    My Homebase doesn't have a column for address.  Can I add that to my Homebase somehow?

    dascpa
    dascpa
    Level 11
    March 17, 2022

    I already said, go to Home Base and add a new Custom Homebase.  Add/Edit Custom Views is where you start.

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