Home Base Client Search

[The Gonz]

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?

[Just-Lisa-Now-]

How do you search for a client in homebase?

[Accountant-Man]

Alt J

[Accountant-Man]

Remove the column with preparer name.

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

[Just-Lisa-Now-]

Alt J doesnt do anything for me, is a box to type in suppose to open to enter a client name?

[Ephesians3-14]

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!