Has anyone created a mailing list from Homebase? I believe you can export to excel, but not sure how to select the information needed and export.
Thanks in advance!
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Using Intuit Practice Management that you have shown as your product? Or which tax software is this related to??
Thank you for stopping by the community to post a question. This community is for Intuit Practice Management users. This sounds like it is geared towards ProSeries. If this question is, it would be better asked here:
ProSeries Community:
https://proconnect.intuit.com/community/proseries-tax/discussion/03/303
Please take a look at this knowledge base as I believe it will help to answer your questions:
How do I use the HomeBase view in ProSeries?
Thank you @Just-Lisa-Now- for replying!
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