Welcome back! Ask questions, get answers, and join our large community of tax professionals.

HomeBase Custom View

cancel
Showing results for 
Search instead for 
Did you mean: 

HomeBase Custom View

Soria

If the Admin PC user creates a custom view in HomeBase, it currently only applies to their PC. It would be beneficial to be able to apply a custom view to some or all users, rather than having to create said view at the user level.

Status: New
Vote now if this is a good idea
1 Comment
Orlando
Intuit Alumni

It's not exactly what you're hoping for, but we're looking at getting two things in soon.

1) The ability to import a TY19 view into TY20

2) The ability to import/export TY20 views between machines

So, while not ideal hopefully #2 will help you out this year and we can look into making it much easier for network next year. Note we'll also be looking at transferring views year over year automatically, so from TY20 -> TY21.

Post comment