Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I use the HomeBase view in ProSeries?

Intuit Help
Intuit

How do I use the HomeBase view in ProSeries?

This article will help you:

  • Perform common functions in the HomeBase
  • Customize the HomeBase
  • Create a mailing list in ProSeries Professional

Click on a topic below to learn more.

How do I make the font on HomeBase smaller or larger?

To adjust the HomeBase font size:

  1. Click once on a client to highlight them.
  2. Hold down the Ctrl key on your keyboard.
  3. Slowly scroll the wheel of your mouse up or down until you're satisfied with the size.
    2021-04-16_11-35-26.jpg

Starting in tax year 2020 ProSeries Professional you can now use the column headings to filter your clients.

  1. Locate the column you want to filter by.
  2. Hover over the column heading and click the filter icon.
    PCG_PS_L3IBnjbZ_1.png
  3. Add a checkmark to the value you want to filter by.
    PCG_PS_L3IBnjbZ_2.png
  4. The HomeBase will now be filtered to the selected value.
  5. To reset your view click Clear Filter. 

You see and clear any active filters at the bottom of your HomeBase View.
PCG_PS_L3IBnjbZi_5.png

For tax year 2020 ProSeries Professional the find client feature has been redesigned to make it easier to find the file you need to open.

  1. While on the HomeBase click on the Find Client icon.
    PCG_PS_L3IBnjbZ_3.png
  2. In the search box type in the client's name, file name, or social security number to quickly find them in the list.

Starting in tax year 2020 ProSeries Professional you can create and run custom queries on your HomeBase.

Before you begin make sure any columns you want to query by are added to the HomeBase. See How do I customize and save my HomeBase view below for details.

  1. From the HomeBase menu choose Query.
  2. Choose the type of query you want to run. You can choose And, Or, Not And or Not or.
    PCG_PS_L3IBnjbZ_4.png
  3. Click on the Plus Sign to add your first variable.
  4. Click on the first drop-down menu to choose the column you want to query by. In this example, we used Client Status.
    PCG_PS_L3IBnjbZ_5.png
  5. Choose your query parameter Equals, Does not Qual etc.
  6. Enter the value. In our example we used Transferred.
  7. Click on the plus and repeat steps 4-6 for each variable in the query. This query will show any clients that have Arizona in their address and have a Client Status of Transferred. PCG_PS_L3IBnjbZ_6.png
  8. Click OK to see the results.
  9. You can quickly clear the query by unchecking the query at the bottom of the HomeBase view.
    PCG_PS_L3IBnjbZ_7.png
In ProSeries Professional you can customize your HomeBase view and save the changes. Customizing and saving changes is not supported in ProSeries Basic.

To customize and save your view in tax year 2020:

  1. Open ProSeries to the HomeBase View for the Return Type you want the custom view for.
    • The EF Center, Pay-by-Refund view and All Tax Returns View cannot be customized.
  2. From the HomeBase menu choose Add/Edit Custom Views or click on the Gear icon in the upper left corner of the HomeBase View.
    PCG_PS_L3IBnjbZi_6.png
  3. On the left side of the screen choose +Add New Custom View. 
  4. Uncheck any items you do not want to appear on your HomeBase view.
  5. Check the columns that you want to add.
  6. Click Save then click Close.
  7. In the HomeBase View dropdown choose your new custom view.
    • To re-arrange the columns by simply dragging and dropping them in HomeBase.
    • To change a column width simply drag the column to the desired width.

You can reset all changes by going to the HomeBase menu and choosing Reset Current View.

You can now print or export your view to Excel.
  1. Select the view to modify from the HomeBase View drop-down box.
  2. From the HomeBase menu, select Column Headings.
User-added image
  1. Once all desired fields are in the Selected Columns list, click OK.
  2. Save the modified HomeBase view with a new name.
  1. The name of the new view is added to the HomeBase View drop-down box.

If the HomeBase View drop-down box selection is changed without saving the current HomeBase view, the Save View Settings dialog box appears.

  1. From the HomeBase menu, select Column Headings.
  2. In the Columns dialog box, select the column you want to resize or lock from the Selected Columns list.
User-added image
  1. Select Properties.
  2. Enter a new Column Width.
  3. Click OK.
  4. To lock the column in place, check the Locked checkbox, and then click OK.
ProSeries Professional allows you to add your client's home address to the view. This customization is not supported in ProSeries Basic.

For tax year 2020:

  1. Open ProSeries to the HomeBase View for the Return Type you want the mailing list for.
  2. From the HomeBase menu choose Add/Edit Custom Views.
  3. On the left side of the screen choose +Add New Custom View. 
  4. Uncheck any items you don't want to appear on your mailing list.
  5. Check the boxes for
    1. Client Street and Apt Address
    2. Client City; State; and Zip
  6. Click Save then click Close.
  7. In the HomeBase View dropdown choose your new custom list.
You can now print or export your mailing list to Excel.
  1. From the HomeBase menu, select Column Headings.
  2. Under Available Columns, select Client Street and Apt Address and click Add >>.
Do not add the "Client Address" heading. This heading displays the address from the Schedule C.

 

Adding HomeBase Column

  1. It will be added to the bottom of Selected Columns list. Position it by clicking Move Up or Move Down.
  2. Click OK to insert the column into HomeBase.

ProSeries Professional and ProSeries Basic can both export HomeBase views to a CSV file that can be opened in Excel.

  1. Make sure you are on the HomeBase view, not in a client.
  2. From the HomeBase menu, select Export Contacts.
  3. When the message "Contacts have been exported to the file C:\ProWinYY\Common\Export\sContacts.csv" appears, click OK.
    • YY is the tax year. For example, "ProWin19" would be for 2019 ProSeries. For ProSeries Basic Users the file in C:\BasWinYY\Common\Exports\Contacts.csv
  4. Minimize ProSeries and browse to C:\ProWinYY\Common\Exports using Windows File Explorer.
  5. In the Exports folder you'll find the Contacts CSV file.

ProSeries Professional supports printing your HomeBase view. This feature isn't supported in ProSeries Basic.

  1. Select the view to print from the HomeBase View dropdown box.
  2. From the HomeBase menu, select Print HomeBase.
  3. Next select Print HomeBase.
  4. Make sure the printer is correct in the Print window.
  5. Click OK.

In ProSeries Professional and ProSeries Basic you can rename a client file from within the HomeBase.

  1. In HomeBase, highlight the client file you wish to rename.
  2. From the File menu, select Client File Maintenance, then select Rename.
  3. Enter the new client file name.
  4. Click Rename Client.

Related topics

Was this helpful?

You must sign in to vote, reply, or post