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

How can I send a list of names and addresses out of proseries 2020 to excel

DeanS53
Level 1

I am trying to export names and complete addresses to excel out of proseries 2020, so I can send a letter to all my clients.  Proseries will allow me to export contacts but the file does not include the complete addresses and it will not allow me to add columns that can complete addresses in the 1040 individual homebase.  Does anyone have a solution.

0 Cheers
2 Comments 2
Just-Lisa-Now-
Level 15
Level 15

Try the information here
https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/how-do-i-export-a-clien...


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
DeanS53
Level 1

The reply helped but should have been more specific. At the part where it says you can now print or open in excel you actually have to hit the print button and when the information comes up on the screen instead of printing you hit the icon far to the right that allows you to send the file to different formats of which one is excel.

0 Cheers