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Managing your client list with HomeBase in ProSeries Professional

SOLVEDby IntuitProSeries Basic162Updated July 13, 2022

This article pertains to ProSeries Professional only. If you want to learn more about using the HomeBase View in ProSeries Basic, see here.

This article will help you:

  • Perform common functions in the HomeBase.
  • Customize the HomeBase.
  • Create a mailing list in the program.

Select a topic from below to learn more.

To adjust the HomeBase font size:

  1. Click once on a client to highlight them.
  2. Hold down the Ctrl key on your keyboard.
  3. Slowly scroll the wheel of your mouse up or down until you're satisfied with the size.

Starting in tax year 2020 ProSeries Professional, you can use the column headings to filter your clients.

Follow these steps to use the column headings to filter your clients:

  1. Locate the column you want to filter by.
  2. Hover over the column heading and click the filter icon.
    PCG_PS_L3IBnjbZ_1.png
  3. Add a checkmark to the value you want to filter by.
    PCG_PS_L3IBnjbZ_2.png
  4. The HomeBase will now be filtered to the selected value.
  5. To reset your view click Clear Filter. 

You can see and clear any active filters at the bottom of your HomeBase View.
PCG_PS_L3IBnjbZi_5.png

In tax year 2020 ProSeries Professional, the Find Client feature was redesigned to make it easier to find the file you need to open.

Follow these steps to find clients quickly in HomeBase View:

  1. While on the HomeBase, click on the Find Client icon.
    PCG_PS_L3IBnjbZ_3.png
  2. In the search box, enter in the client's name, file name, or Social Security number to quickly find them in the list.

Starting in tax year 2020 ProSeries Professional, you can create and run custom queries on your HomeBase.

Before you begin, make sure any columns you want to query by are added to the HomeBase. See "How do I customize and save my HomeBase View?" below for details.

Follow these steps to build and run custom queries:

  1. From the HomeBase menu, choose Query.
  2. Choose the type of query you want to run. You can choose And, Or, Not And or Not Or.
    PCG_PS_L3IBnjbZ_4.png
  3. Click on the plus sign (+) to add your first variable.
  4. Click on the first dropdown menu to choose the column you want to query by. In this example, we used Client Status.
    PCG_PS_L3IBnjbZ_5.png
  5. Choose your query parameter (Equals, Does not Equal, etc.).
  6. Enter the value. In our example, we used Transferred.
  7. Click on the plus (+) and repeat steps 4-6 for each variable in the query. This query will show any clients that have Arizona in their address and have a Client Status of TransferredPCG_PS_L3IBnjbZ_6.png
  8. Click OK to see the results.
  9. You can quickly clear the query by unchecking the query at the bottom of the HomeBase View.
    PCG_PS_L3IBnjbZ_7.png

In ProSeries Professional, you can customize your HomeBase View and save the changes. Customizing and saving changes isn't supported in ProSeries Basic.

Follow these steps to customize and save your view:

  1. Open ProSeries to the HomeBase View for the return type you want the custom view for.
    • The EF Center, Pay-by-Refund View and All Tax Returns View can't be customized.
  2. From the HomeBase menu, choose Add/Edit Custom Views or click on the Gear icon in the upper-left corner of the HomeBase View.
    PCG_PS_L3IBnjbZi_6.png
  3. On the left side of the screen, select +Add New Custom View. 
  4. Uncheck any items you don't want to appear on your HomeBase View.
  5. Check the columns that you want to add.
  6. Click Save, and then click Close.
  7. In the HomeBase View dropdown, choose your new custom view.
    • To rearrange the columns, drag and drop them in HomeBase.
    • To change a column width, drag the column to the desired width.

You can reset all changes by going to the HomeBase menu and choosing Reset Current View.

You can now print or export your view to Excel.

  1. Select the view to modify from the HomeBase View dropdown box.
  2. From the HomeBase menu, select Column Headings.

PS-columns-active-view-1040-homebase.jpeg

  1. Once all desired fields are in the Selected columns list, click OK.
  2. Save the modified HomeBase View with a new name.

ProSeries-HomeBase-View-1040-Client-Mailing-List.png

  1. The name of the new view is added to the HomeBase View dropdown box.

ProSeries-save-view-settings-window.png

If the HomeBase View dropdown box selection is changed without saving the current HomeBase View, the Save View Settings window appears.

  1. From the HomeBase menu, select Column Headings.
  2. In the Columns window, select the column you want to resize or lock from the Selected columns list.

ProSeries-HomeBase-Columns-width.jpeg

  1. Select Properties.
  2. Enter a new Column Width.
  3. Click OK.
  4. To lock the column in place, check the Locked checkbox, and then click OK.

ProSeries Professional allows you to add your client's home address to the view. This customization isn't supported in ProSeries Basic.

Follow these steps to add your client's home address to the view:

  1. Open ProSeries to the HomeBase View for the return type you want the mailing list for.
  2. From the HomeBase menu, select Add/Edit Custom Views.
  3. From the left side of the screen, select +Add New Custom View. 
  4. Uncheck any items you don't want to appear on your mailing list.
  5. Check the boxes for:
    • Client Street and Apt Address
    • Client City; State; and Zip
  6. Click Save, and then click Close.
  7. In the HomeBase View dropdown, choose your new custom list.

You can now print or export you mailing list to Excel.

  1. From the HomeBase menu, select Column Headings.
  2. Under Available columns, select Client Street and Apt Address and click Add >>.
    • Don't add the Client Address heading. This heading displays the address from the Schedule C.
    • It'll be added to the bottom of Selected columns list. Position it by clicking Move Up or Move Down.

ProSeries-Columns-Client-street-and-apt-address.jpeg

  1. Click OK to insert the column into HomeBase.

You can export the HomeBase View to a CSV file that can be opened in Excel.

  1. Make sure you're on the HomeBase View, not in a client.
  2. From the HomeBase menu, select Export Contacts.
  3. When the message "Contacts have been exported to the file C:\ProWinYY\Common\Exports\Contacts.csv" appears, click OK.
    • YY is the tax year. For example, "ProWin19" would be for 2019 ProSeries.
  4. Minimize ProSeries.
  5. Browse to C:\ProWinYY\Common\Exports using Windows File Explorer.
  6. In the Exports folder, you'll find the Contacts CSV file.

ProSeries Professional supports printing your HomeBase View.

  1. Select the view to print from the HomeBase View dropdown box.
  2. From the HomeBase menu, select Print HomeBase.
  3. Next select Print HomeBase.
  4. Make sure the printer is correct in the Print window.
  5. Click OK.

In ProSeries Professional and ProSeries Basic you can rename a client file from within the HomeBase.

  1. In HomeBase, highlight the client file you wish to rename.
  2. From the File menu, select Client File Maintenance and choose Rename.
  3. Enter the new client file name.
  4. Click Rename Client.
  5. Enter the new name.

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