Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Clients info
Clients info
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
twisniewski7
Level 3
03-31-2021
02:12 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Is there a way to print all clients information worksheets at once, or is there a way to save all client info to excel or somewhere else. I need to list all my clients and addresses to send them each individually information through the mail.
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
Just-Lisa-Now-
Level 15
03-31-2021
02:19 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The whole information worksheet? No, its not something we can batch print, but I WISH!
You should be able to Export your Contacts though if youre just trying to get a mailing list.
From HB, top toolbar HOMEBASE > Export Contacts.
(it will give you everything you see in Homebase, so you may want to create a custom view that includes only the info you want, it puts it in a .csv file)
or if you just want mailing labels, highlight all the clients in HB, then File > Print > Print Labels
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Related Topics
