brandon
Level 1
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I know how to export client information from the HomeBase view but it doesn't provide me with all the information I want to see. Is there a way to export different info like all the columns from the EF Center? Specifically, I want to sort by preparer, balance/refund due, and e-file status, etc.

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Just-Lisa-Now-
Level 15
Level 15
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You can customize the columns in a regular HB view, then export and print....not sure if all the columns you want are available though, you'd have to look.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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