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Can we download name and address of clients?

Level 1

I want to do a letter to all of my clients can I transfer the names and address to excel or word?

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Community Manager
Community Manager

If you follow this article, you should be able to export client detail to a CSV file

https://accountants-community.intuit.com/articles/1609060-exporting-proseries-homebase-view-or-clien...


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9 Replies 9
Community Manager
Community Manager

If you follow this article, you should be able to export client detail to a CSV file

https://accountants-community.intuit.com/articles/1609060-exporting-proseries-homebase-view-or-clien...


**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

View solution in original post

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Level 1

exporting email addresses

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Level 2

This link sends me in an endless loop.

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Level 1

This link is broken

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Level 8

I am not sure as I don't use Basic but I will flag someone who may be able to answer your question.

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Level 8
@Ashley at Intuit (aka Henry Jr) can you answer this question?
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Alicia is spot on, yes it's the same for the most part...
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hahahaha, I mean Austin....  I'm going to have to get used to two 'a' names. :stuck_out_tongue_winking_eye::stuck_out_tongue_winking_eye:
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Level 15
You should really try taking that patch off when you are looking at posts.
ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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