Exporting Homebase to excel to generate a mailing list

Kemc · ‎12-09-2020

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!

Just-Lisa-Now- · ‎12-10-2020

Using Intuit Practice Management that you have shown as your product? Or which tax software is this related to??

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Kathi_at_Intuit · ‎12-12-2020

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?

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

Thank you @Just-Lisa-Now- for replying!

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Exporting Homebase to excel to generate a mailing list

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