Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Products
  • Workflow Tools
  • Learn & Support
  • Sign In
  • Products
  • Workflow Tools
  • Contact Us
  • Sign In
  • Learn & Support
    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    cancel
    Turn on suggestions
    Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
    Showing results for 
    Search instead for 
    Did you mean: 

    Is it possible to create a birthdate list

    TonyO
    Level 2
    ‎12-07-2019 02:17 AM
     
    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    1 Best Answer

    Accepted Solutions
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 02:17 AM

    You didn't include which version of ProSeries you're using, but in Professional, in a regular HomeBase view you can customize the headings to include a DOB, then print your list.

    Top menu bar   Homebase > Column Headings

    Remove the ones you don't want and add the ones you do wants and create a custom HB view.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

    View solution in original post

    0 Cheers
    3 Comments 3
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 02:17 AM

    You didn't include which version of ProSeries you're using, but in Professional, in a regular HomeBase view you can customize the headings to include a DOB, then print your list.

    Top menu bar   Homebase > Column Headings

    Remove the ones you don't want and add the ones you do wants and create a custom HB view.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers
    Marc-TaxMan
    Level 8
    ‎12-07-2019 02:17 AM
    and then you can export HomeBase View to excel.
    0 Cheers
    Gil Padua
    Level 1
    ‎01-06-2023 01:28 AM

    What about online Proseries?  Goal is to extract client birtdate ans their dependents

    0 Cheers






    Intuit Lacerte Tax
    Intuit ProConnect Tax
    Intuit ProSeries Tax
    Additional Accounting Solutions
    Tax Pro Center
    Tax Practice Resources
    Call sales: 844-877-9422
    Sitemap

    ©1997-2024 Intuit, Inc. All rights reserved.

    Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

    By accessing and using this page you agree to the Terms and Conditions.

    About Cookies | Manage Cookies
    Legal Privacy Security