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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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twisniewski7
Level 3
03-31-2021
02:12 PM
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Is there a way to print all clients information worksheets at once, or is there a way to save all client info to excel or somewhere else. I need to list all my clients and addresses to send them each individually information through the mail.
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Just-Lisa-Now-
Level 15
03-31-2021
02:19 PM
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The whole information worksheet? No, its not something we can batch print, but I WISH!
You should be able to Export your Contacts though if youre just trying to get a mailing list.
From HB, top toolbar HOMEBASE > Export Contacts.
(it will give you everything you see in Homebase, so you may want to create a custom view that includes only the info you want, it puts it in a .csv file)
or if you just want mailing labels, highlight all the clients in HB, then File > Print > Print Labels
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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