We printed our organizers without the mailing slip sheet! can anyone suggest how to just print all of our clients slip sheets with their address??thank you!

Forum|Forum|6 years ago
December 7, 2019
2 replies
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Lacerte Tax

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Best answer by mojocpa

Try F3, select "All Clients", Ok, then Go to Tools, Organizer, Print Paper Organizer, Partial Organizers. Then select the slip sheet you want on the left hand side drop down box and select print.

M

mojocpaAnswer

Level 6

Try F3, select "All Clients", Ok, then Go to Tools, Organizer, Print Paper Organizer, Partial Organizers. Then select the slip sheet you want on the left hand side drop down box and select print.

K

Kim W

Level 2

This did not work for me. Not sure what I'm doing wrong. I have one client selected so I could test. I selected double window landscape. I get it portrait with out the name. [CLIENTNAME] etc. Even our firm name does not print.

R

Rick Geiger LTC

Level 3

I have a very similar question. I want to batch print slip sheets from the Home Base (for mailing client checklists). The closest I can come is by "highlighting" the clients, then selecting File...Print Options...Print Functions...Batch Print Forms. Unfortunately, the slip sheets are not included in "Available Forms". Is there another way to do this?