Is there a simple way to export database of names and addresses from proseries into an excel worksheet, or other kind of file that printer can use to do a mailing for me? Thanks,, Neal
You can export your HomeBase to Excel as a .csv file and then save it is as an Excel file, It will need some tweaking.
In Home Base View / Form 1040 Individual / File / Print / Select from Home Base View on Left Side Client Labels and you have a choice of 2 column or 3 column..
My answer has nothing to do with exporting, but might get you the print outs you want and it is easy to print the addresses on labels if you are careful when you buy the labels.
I just did this last night, however, it took a bit of time to clean up my Excel file.
There's another thread/topic (that I can't seem to find right now) where somebody advised to open up your actual homebase file, with Excel, in the proseries directory on your comp.
Of course I didn't mess with the original file. So I took a copy of the homebase file ("FDI.dbf" I believe is the file name) and put it in my tax prep folder working files. I then opend it up with Excel and of course it looks overwhelming at first. But I took the time to clean it up and now I have a perfect Excel file of all my clients and all the info I need to go from there (filing status, form filed, name, address, tel #, refund $, etc.)
~Maria
P.S. I'm using PS Basic version. If you want help with the process I used, feel free to shoot me an email.
Thank you this was the best solution I found to transfer the client list with mailing addresses.
Alex
As Minbreno stated you can export and create a csv file and work with it then format it in excel. The response you received on how to print labels from Peterhawaii has nothing to do with your question you asked. Creating the CSV file and then formationg it in excel with allow you to create a mass mailing file that you can utilize in what is called a "Mail Merge Operation"
I now understand how to create the CSV file and export it. The standard view only includes the following, however doesn't include the STREET ADDRESS which is what I really need included. Any hints on how to create CSV file so it includes that? Greatly appreciate it.
Cheers, Neal
When the ProSeries program creates a CSV file, it includes the following information for all the clients that are included in the HomeBase All Tax Returns view:
Client file name and location Client name Type of return Telephone number
Email address SSN or EIN Status of the return Date last modified
Due date for the return Preparer City, state, and ZIP code Extension - Yes or No
The CSV file doesn’t include any tax return data.
You need to adjust which colums show in your home view. Reconfigure that and you should be ok.
I tried to make a new view with street address & salutation. Works fine on screen, but the CSV export still shows the standard view fields. Am I doing something wrong? I'm going to try opening a copy of FDI.dbf as a database & querying from there. Wish me luck :)
FDI.DBF is the file you're looking for. It will contain pretty much all the displayable Homebase information, including the street address. In my spreadsheet the street addresses are shown in column DC.
Once you've copied the FDI.DBF file somewhere so you can work on it using your spreadsheet, it's pretty simple to select, highlight, and delete the columns you don't want, leaving you with the database you do want in a usable format.
Thanks Happy Tax, that worked great! Do you know which dbf files hold the info for:
state info for individuals (esp where I have multiple states attached).
all other types of returns (1065, 1041, etc)
Thanks!
EASY: Homebase, File, Print, Print Client Labels. Choose 2 across or 3 across, then Print. You can do a test run with regular paper to see how the labels will look and how many pages of labels you will need.
