Create and Print an Individual Label

Queue an individual file or mailing label to print at a later time. It is important to note the following:

• Because you are only able to send labels to a standard printer (rather than a single label printer) through this process, it is recommended that you queue several labels before printing them, in order to avoid wasting an entire sheet of labels to print only a few.
• Make sure that you load the correct size of label paper into your printer for the type of label you are printing. Mailing labels are 4" by 1.33", while file labels are 3.5" by 0.94". (If you wish to create a different size of label, you should instead access the Reports area and use Microsoft Word mailmerge to generate the labels. Click here for instructions.)

Create and Queue Label

1. From Home Base, click Clients and Files.
2. Select the desired entity type from the dropdown list.
3. Highlight the desired entity and click the Options button.
4. Click Create Label in the Options menu and select either Mail Label or Filing Label.
5. Review the label information and click Queue to Print (or click Cancel to cancel printing the label).
   
   Note: You are unable to print the label from this screen. In order to print the label, you must access the Dequeue Documents utility or print the label during Close-Day.
6. You are prompted, "Label successfully queued." Click OK.

Print Label Through Dequeue Documents

1. From Home Base, click Utilities.
2. Expand the General folder, expand Document Maintenance, and select Dequeue Documents.
3. Click the arrow to continue.
4. On the Dequeue Documents screen, select MAILING LABELS or FILE LABELS. (If no labels of a certain type are queued, that option does not display on the Dequeue Documents screen.)
5. Click OK to print the labels.
6. You are prompted, "Did selected jobs print correctly?" Click Yes.

Print Label Through Close-Day

1. From Home Base, click Accounting > Close-Day.
2. In order to include label printing in a Close-Day procedure, you need to ensure Print Letters is selected as part of that procedure. See Modify a Close-Day Procedure: Complete Procedure.
3. When you run the procedure at Close-Day, the screens that display depend upon which processes were selected for inclusion in the procedure. When the Print Letters window displays, click OK.
4. On the Dequeue Documents screen, select MAILING LABELS or FILE LABELS. (If no labels of a certain type are queued, that option does not display on the Dequeue Documents screen.)
5. Click OK to print the labels.
6. You are prompted, "Did selected jobs print correctly?" Click Yes.