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Client Email Report

GodFather
Level 8

Good morning.  Can someone kindly refresh my memory on how to create a report showing each's clients email?  

Wishing you all a Happy & Healthy 2024!

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Accepted Solutions
Terry53029
Level 14
Level 14

Good Morning, you make a customize homebase view. You can add just name column, and a  email column, or as many as you need. You then hit control P, and print homebase view. here is a link for customizing home base.

https://accountants.intuit.com/support/en-us/help-article/customer-list/managing-client-list-homebas...

 

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4 Comments 4
Jim-from-Ohio
Level 11

can you modify the homebase view to add email address to what is shown?

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Terry53029
Level 14
Level 14

Good Morning, you make a customize homebase view. You can add just name column, and a  email column, or as many as you need. You then hit control P, and print homebase view. here is a link for customizing home base.

https://accountants.intuit.com/support/en-us/help-article/customer-list/managing-client-list-homebas...

 

GodFather
Level 8

Thank you. 

Terry53029
Level 14
Level 14

Your welcome

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