Tax Dude
Level 2
01-07-2020
10:18 AM
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From Homebase menu, select "Export Contacts" or "Export View" to export the information for your clients. The program will generate a .CSV file containing the phone numbers, email addresses, and other information (but not addresses). The .CSV file will be exported to C:\ProSeries\ProNet19\Common\Exports\View.CSV. Once you locate, you can open the .CSV file using Excel. If desired, you can also import the .CSV file into your iCloud, Gmail, or most other contact management applications.