Re: Exporting Client List - Intuit Accountants Community

I googled this for you:

lacerte export client list to excel

And here is a help article:

https://proconnect.intuit.com/community/customer-lists/help/exporting-the-lacerte-client-list-to-a-s...

And there is an SDK and some xml connectivity, if you want that info:

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

https://accountants.intuit.com/support/tax/lacerte/pdf/lacerte-bridge-sdk.pdf

https://proconnect.intuit.com/community/permissions/help/lacerte-software-developer-s-kit/00/102313

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