Can we download name and address of clients?

[dhhts1]

I want to do a letter to all of my clients can I transfer the names and address to excel or word?

[IntuitAustin]

If you follow this article, you should be able to export client detail to a CSV file

https://accountants-community.intuit.com/articles/1609060-exporting-proseries-homebase-view-or-clien...

[Ernie]

I am not sure as I don't use Basic but I will flag someone who may be able to answer your question.

[Ernie]

@Ashley at Intuit (aka Henry Jr) can you answer this question?

[AshleyatIntuit]

Alicia is spot on, yes it's the same for the most part...

[AshleyatIntuit]

hahahaha, I mean Austin....  I'm going to have to get used to two 'a' names. :stuck_out_tongue_winking_eye:

[IRonMaN]

You should really try taking that patch off when you are looking at posts.

[janecw]

exporting email addresses

[MichaelJ]

This link sends me in an endless loop.

[Keri]

This link is broken

[CJtheSmartGuy]

the link does not work, is there a new link to help direct us?

[Terry53029]

@IntuitAustin link is broken. Can you update

[George4Tacks]

@IntuitAustin has gone on to bigger and better things.

@IntuitGabi is now our go to.

I think you will find your answer as part of https://proconnect.intuit.com/community/customer-lists/help/how-do-i-use-the-homebase-view-in-proser... look for export homebase.

[IntuitGabi · Accepted solution]

You cannot export client data according to Exporting Client Data to Excel. 

How do I use the HomeBase view in ProSeries? has information on how to export.