Bulk Exporting Organizers from Intuit Proseries

Bulk Exporting Organizers from Intuit Proseries

  1. Set your HomeBase View to Organizer for 1040.
  2. Highlight the clients that you want to print organizer for.
    • Hold down the Ctrl key to choose multiple files.
  3. From the File menu, select Print.
  4. In the Entire File section, select Print Short Organizer Client Copy or Print Full Organizer Client Copy.
  5. Select the number of copies you want of each client's organizer.
  6. Click the Print button.

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