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

Where are the column headings in the Homebase view menu?

keemosawbee
Level 1
 
Labels (1)
0 Cheers
6 Replies 6
dkh
Level 11

Select from the the options across top of screen - File, Edit, View........HomeBase .  From HomeBase drop screen... Column Headings

clr600
Level 7

In 2019 as dkh says. But in 2020 it ain't there no more

dkh
Level 11

ahhh.... yep, I was answering based on 2019 Program.    I've not downloaded the 2020 program yet.  

Orlando
Employee
Employee

The only difference I see between Basic 19 and Basic 20 is that Basic 20 adds the "Reset Current View" option. That resets the view if you've rearranged columns or removed columns via drag and drop.

Basic_HomeBase_2019.png Basic_TY20.png

 

Professional did change..

"Column Headings" became "Add/Edit Custom Views" & "Reset Current View".  Note the screenshot below is for the December Release.. we added a way to export/import Tax Year 20 Views between machines. We also added a way to import exported TY19 Views via the Add/Edit Custom Views wizard.

Core2019.png Core_2020.png

 

2020-12-09_15-48-36.png

I put up a youtube video to explain (specific to December release). Be kind, i'm an engineer not a polished voice actor.

https://www.youtube.com/watch?v=Wjv1nsVuqkA&feature=youtu.be

Also one for queries

https://www.youtube.com/watch?v=fDKsu2XjqeQ&feature=youtu.be

 

clr600
Level 7

Orlando

My Homebase menu does not have the export and import custom views like yours and I just updated 12/09

Orlando
Employee
Employee

Our December release should be on the 16th, usually around 11 PST. There will be a number of things in that, including these enhancements, homebase zooming, check/uncheck all in Choose Selected forms, etc.