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Master Client List

Jtax LLC
Level 3

Hi! I am moving my office next tax season and I need to do a mass mailing to all of my clients.  Does anyone know how to get an Excel version of all of my client's name and addresses?  

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3 Comments 3
dascpa
Level 11

Go to HomeBase.  Create a new custom Homebase. Only select columns you want (name, address, email, etc).  Then Select all and finally Export to a .csv file.  Open up Excel and create a worksheet from that file. 

Or

Select to print labels from ProSeries.  

Jtax LLC
Level 3

My Homebase doesn't have a column for address.  Can I add that to my Homebase somehow?

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dascpa
Level 11

I already said, go to Home Base and add a new Custom Homebase.  Add/Edit Custom Views is where you start.

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