Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Home Base Client Search

The Gonz
Level 2

Just downloaded and installed 2020 Pro Series. I notice that when doing a client search in Home Base if I type in the name of a client who has the same last name as I do, I get no results for the clients. Instead my name is high lighted in the preparer column only. That is not good! Is there any way to force a client search to the client only?

Labels (1)
0 Cheers
5 Replies 5
Just-Lisa-Now-
Level 15
Level 15
How do you search for a client in homebase?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Accountant-Man
Level 11

Alt J

** I'm still a champion... of the world! Even without The Lounge.
Just-Lisa-Now-
Level 15
Level 15
Alt J doesnt do anything for me, is a box to type in suppose to open to enter a client name?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Ephesians3-14
Level 7

It's CTL-F (for "find), if you want to search for a name in homebase. They changed that this year - you know, because Intuit couldn't possibly keep things consistent from year to year to make life simple on us preparers (see the changes to the data entry for the 2020 Sched D) Eyes rolling into the back of my head!

Accountant-Man
Level 11

Remove the column with preparer name.

Also, press Alt J again and the cursor goes to the next client with that name.

** I'm still a champion... of the world! Even without The Lounge.