I've used Excel for 27 years and prefer it to QB. But after paying $5,463 for a piece of software that doesn't perform nearly as well as Tax Slayer at $1,800 you'd expect that when reading the Help (???) files telling you to select items to run reports that those items would be available. 😞

I'll export to see if that helps. I've been trying to handle 1,300 clients  - thanks for the help.