JRCF
Level 1
12-21-2020
11:40 AM
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George4Tacks
Level 15
12-22-2020
09:38 AM
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The only way I see to do it would be to print to pdf. Use Acrobat, or a similar program to convert to .csv file to then import to Excel. I do not see any direct root to do this.
Have you tried Client > Export to File > you can then select various items in the return to save to a file that can go to Excel. https://proconnect.intuit.com/community/customer-lists/help/exporting-the-lacerte-client-list-to-a-s...
Answers are easy. Questions are hard!
qbteachmt
Level 15
12-22-2020
12:35 PM
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You can access the database through the SDK:
https://proconnect.intuit.com/community/lacerte-sdk-group/table-of-codes/gpm-p/969#M105
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Don't yell at us; we're volunteers