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Exporting Homebase to excel to generate a mailing list

Kemc
Level 1

Has anyone created a mailing list from Homebase?  I believe you can export to excel, but not sure how to select the information needed and export.

Thanks in advance!

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2 Replies 2
Just-Lisa-Now-
Level 15
Level 15

Using Intuit Practice Management that you have shown as your product? Or which tax software is this related to??


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Kathi_at_Intuit
Employee
Employee

Thank you for stopping by the community to post a question. This community is for Intuit Practice Management users. This sounds like it is geared towards ProSeries. If this question is, it would be better asked here:

ProSeries Community:

https://proconnect.intuit.com/community/proseries-tax/discussion/03/303

Please take a look at this knowledge base as I believe it will help to answer your questions:

How do I use the HomeBase view in ProSeries?

https://proconnect.intuit.com/community/customer-lists/help/how-do-i-use-the-homebase-view-in-proser...

Thank you @Just-Lisa-Now- for replying!