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Is there any way to run a list that would show client name and address so that I can prepare slip sheets for the tax returns?

mllarsontax
Level 1
I need to be able to print a list of my 1040 clients that would show names and addresses.  How do I do this?
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mllarsontax
Level 1

Thank you so much.  Just a shame that I had to try to figure out how to put the list in alphabetical order and get rid of columns.  I was so spoiled with using Lacerte for 25 years and running reports was so easy.  Hope ProConnect jumps on board and follows Lacerte.

Really appreciate your quick response.

Mary Lou 

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2 Comments 2
itonewbie
Level 15

This is what you're looking for: https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/how-do-you-export-name...

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mllarsontax
Level 1

Thank you so much.  Just a shame that I had to try to figure out how to put the list in alphabetical order and get rid of columns.  I was so spoiled with using Lacerte for 25 years and running reports was so easy.  Hope ProConnect jumps on board and follows Lacerte.

Really appreciate your quick response.

Mary Lou 

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