File folder labels

I always print file folder labels from homebase using regular mailing address labels.  Using those labels instead of actual "file folder" labels doesn't seem to hinder my search to find a client folder in the file cabinet.  😀

You could export the Homebase view.  Then get rid of everything besides the names.  Then use Word (or other similar word processing program) to import that list of names into labels.

I don't start a new folder for each client every year.  I print (pen and ink, neatly in block caps) the client name on a file folder, the first year.  I don't do that very often because I have not taken new clients, with few exceptions, for a decade or more.  That folder stays in the files until the tab gets too dog-eared that I have to start over.  Every three or four years we "weed out" the old returns (keeping pdf copies, and scans of W-2s and 1099's) and send the contents to the shredder.  

About 30 years ago, my clerical help had some extra time so she typed client names on new folders.  (Remember typewriters?)  I still have some of those in the file cabinet.

My office assistant now likes to start new folders with felt-tip pens and in cursive.  I really don't like the way it looks, but I'm not going to say anything.  

Here is the way to do it.  Some of you got me on the right track.

1) On the Proseries top bar, select Homebase, then "export contacts".  (Don't use "export custom views")

2) The file will be located in C:\prowin22\common\exports\contacts

3) Open that file and remove all columns except column A.  Save the file as an Excel workbook.

4) Follow the instructions in this excellent Youtube video by a Microsoft employee:

   https://www.youtube.com/watch?v=zSwI4mgEYtg

5) It is still difficult to do. You have to fix the address box/match fields, otherwise its blank.  Then you have to update all labels, then edit individual labels, then print this file, not the original word file.