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How do I export a client address list to a spreadsheet?

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Level 2

How do I export a client address list to a spreadsheet? I thought I had done this in the past but can't find the way now.

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3 Replies 3
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Level 15

Try the link:

https://proconnect.intuit.com/community/help-articles/help/how-do-i-use-the-homebase-view-in-proseri...

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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Level 2

Thanks, this exports the info in the homebase but I can't seem to find a way to export the addresses. I see instructions for adding the address to the homebase view but I'm not even presented with the address as an option when I try to do it. I want this for address labels BUT I want to compare year to year so that I can send a special offer to any clients that did not return last year.

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Level 2

NEVERMIND, found it! My Mistake. I had to be in 1040 Individuals.

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