BelieverBarb316
Level 2

Is there a way to print a database report to Excel? or maybe to a csv file?  I have searched in the print options and do not see it.  I searched in the Accountants Community for this and didn't find any info either.  I want to be able to print and then sort the data different ways.  Has anyone found a work around for this?

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PhoebeRoberts
Level 11
Level 11

If you select the relevant clients, then go to Client, Export, Export to File, you'll see a list of the things that you can export to Excel.

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qbteachmt
Level 15

There is a SDK here:

https://developer.intuit.com/app/developer/lacerte-sdk/docs/lacerte-get-started

 

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George4Tacks
Level 15